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285 North El Camino Real, Suite 215, Encinitas, CA 92024

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Bring Your Wealth to Life

Empowering you with holistic, tax-smart financial strategies so you can live worry-free now and in retirement.

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Independent Financial Planning with a Tax-Smart Edge

Independent Financial Planning with a Tax-Smart Edge

Since 1991, the advisors of Clarion Tax & Wealth Strategies have provided independent, fiduciary financial planning backed by CPA and CFP® credentials. Our experienced advisors deliver holistic strategies tailored to the needs of affluent clientele. With the Clarion Edge, we leverage our deep understanding of tax implications to help you make informed decisions and achieve a confident financial future up to and through retirement.

Holistic Planning That Puts Your Future First

Holistic Planning That Puts Your Future First

At Clarion Tax & Wealth Strategies, we focus on building genuine relationships with our clients. We get to know your goals and needs, then create a clear, thoughtful plan to help you navigate life’s financial decisions. Our holistic approach considers every aspect of your financial life, making your plan simple, effective and designed for your future.

Tax Decisions Shape How Much of Your Wealth You Get to Keep

Get Tax-Smart Today

Discover the power of tax-smart strategies that allow you to keep more of what you’ve worked hard to earn. Our personalized approach helps you optimize your finances, ensuring that every dollar is working for you.

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Financial Solutions for Your Life and Business

Navigate Personal Finances

We offer personalized financial services designed to meet your unique goals. From tax-smart investment strategies to retirement planning and estate management, we provide holistic solutions that address every aspect of your financial life and give you confidence in your future plans.

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Guide Your Business Forward

We pride ourselves on helping business owners plan for the future. Our services include retirement plan consulting, business planning, succession strategies, exit and transition planning and more. We work with you to build customized solutions that align with your business goals.

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Personalized Guidance for Your Unique Financial Path

Pre-Retirees & Retirees

Pre-Retirees & Retirees

Facing the transition into retirement? We provide holistic strategies to maximize your savings and guide you confidently through this crucial life stage.

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Business Owners

Business Owners

Managing a business and planning for the future can be complex. We offer tailored financial solutions to help you grow, transition or exit smoothly.

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Physicians

Physicians

With busy, rewarding careers, physicians may not always have time to focus on financial planning. Our team provides simple, effective strategies to make the most of your wealth.

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Individuals & Families

Individuals & Families

Balancing day-to-day financial needs with long-term goals can be challenging. Our personalized strategies help you stay on track when working towards your financial goals.

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Tools to Enhance Your Financial Knowledge

Strengthen your financial skills and gain the confidence to make informed decisions with our carefully curated resources.

Steps to Protecting a Child with Disabilities

Steps to Protecting a Child with Disabilities

Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
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Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
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Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
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