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Wealth Accumulation. Wealth Preservation. Wealth Distribution.

This website is a brief overview of our business, our services and our employees. Our success shows how we have become a powerful force in investment planning in the Midsouth. As financial advisors, our role is to work with you to achieve your financial goals. At Clay and Land Wealth Strategies, we help develop investment plans that can be followed with confidence through market ups and downs. Our track record as a provider of investment services to individuals and institutions shows our strategic focus is dedicated to providing matchless client service. At Clay and Land Wealth Strategies we are investing in the future of our clients and together we can achieve your goals.

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Portfolio Stress Testing

Affiliations



Germantown Rotary Kiwanis Club
  TPC Southwind Exchange Club

NAIFA Memphis Amateur Sports Hall of Fame ChFC
Memphis Alumni The American College

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