St. Clair CPA Solutions provides access to investment services through its subsidiary, CPA Financial Group, LLC.
Our highly experienced professional advisors are Registered Representatives and Investment Adviser Representatives with Commonwealth Financial Network trained to help personal and business clients make investment decisions based on their individual approach to risk and reward. Clients benefit from close personal relationships with their investment advisors, who help to develop an initial wealth management plan, and then monitor and adjust that plan to reflect changes in portfolio, lifecycle, or goals.
To support the very personal service that each client receives, we offer WealthPort - a user-friendly, web-based, financial planning and account aggregation program that allows clients to access all of their financial information in real time from one secure, encrypted, personal internet portal. This unique wealth management platform allows you to keep your accounts current, monitor significant changes in your portfolio, and identify strengths and weaknesses in your portfolio's assset allocation. Working independently or with an investment advisor, clients can access account data and a variety of useful tools to improve analysis, budgeting, cash flow, and more. Clients can also access asset information anytime,anywhere.
As wealth grows, financial planning becomes more complicated. The financial professionals of CPA Financial Group, LLC are specialists in managing complex portfolios, and in guiding clients through a complete array of investment options.