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Wealth Management

We provide more flexibility, based on insight, to better meet your needs.

With markets at historic highs, interest rates at historic lows and volatility becoming a new normal, it can be a unique challenge to identify investment solutions appropriate for your portfolio especially if you are at or near retirement.

At CLP Financial Group, we are dedicated to providing investment options and recommendations to help accomplish your financial plan, including short-term income needs as well as long-term growth objectives. No matter where you are on your road to retirement, our advisors will help you develop investment strategies that best fit your risk tolerance while guiding you toward your financial goals.

We offer low-cost, tax-efficient portfolio solutions rooted in broad market diversification built for investors at various risk profiles. With an evidence-based investment philosophy, our investments rely on the efficiencies of the markets while applying fundamental principles from notable Nobel-prize winning scholars to tilt asset allocation toward historically favored classes.

When it comes to investing for retirement, it’s critical that you have a target amount in mind for what you will need in those Golden Years. To help you reach your goals, our team will offer advice as you ask critical questions, including:

  • What is my monthly retirement income target?
  • How long will my retirement last?
  • What are all of my potential retirement income sources?
  • What are my best options for investing for retirement?
  • Is my portfolio protected against extreme market volatility?

Schedule a Free Consultation

Schedule a meeting with us! We will pair you with one of our financial advisors and assess your financial goals and needs. Just submit your information and our office will be in touch as soon as possible. 

Contact Us

Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to PCA’s investment advisory/management services. Kyleah Parson, Lisa Chenet, Joshua Anderson, and James Young are investment advisor representatives of PCA. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

CLP Financial Group, Inc., Retirement Planning Services, Chesapeake, VA