A complete list of active advisors currently associated with Clocktower Private Wealth

Warmer can help you find a great advisor at Clocktower Private Wealth or one who fits your needs even better.

Clocktower Private Wealth is a registered investment adviser that offers investment management and financial planning to a range of client types, including individuals (both retail and high-net-worth), families, trusts, charitable organizations, businesses, and retirement plans. The firm describes services such as ongoing portfolio management, retirement and tax-sensitive planning, estate-planning coordination, cashflow and charitable planning, business-owner planning, and retirement-plan consulting. The firm follows a goal-based planning process that moves from consultation and data-gathering through plan presentation, implementation, and ongoing monitoring, with periodic reviews conducted semiannually or annually. Investment management emphasizes a long-term individual-stock strategy used alongside ETFs and cash, applying asset allocation, diversification, rebalancing, tax-sensitive management, and limited covered-call writing to address concentrated equity positions. Noteworthy aspects disclosed in the brochure include that the firm’s principal is a licensed attorney who provides estate-planning legal services through a separate legal entity, a relationship the firm discloses and seeks to keep separate from advisory services. The firm also offers standalone fixed-fee financial planning engagements (with implementation and ongoing monitoring available separately), does not sponsor a wrap-fee program, generally recommends a major qualified custodian (and discloses potential economic benefits from that relationship), and administers compliance and trading oversight internally.

To learn more about the advisors currently working at Clocktower Private Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jordan Roberts	Simpsonville, SC	7

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