The Clarus Group

Rex Whiteside is a financial advisor at The Clarus Group with 35 years of industry experience. He has held positions at Kingswood Capital Partners, LLC and Raymond James Financial prior to joining The Clarus Group. Rex is also the owner of The Clarus Insurance Group, LLC, where he is a licensed insurance professional. The Clarus Group provides discretionary investment management and comprehensive wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm builds customized portfolios using a range of investment vehicles and employs a long-term approach while incorporating active trading when appropriate, managing over $1.1 billion in discretionary assets with a nine-advisor team.

Ryan Sleeper is a CFP® professional with 15 years of industry experience, currently serving at The Clarus Group. He has previously worked at Kingswood Capital Partners, Raymond James Financial Services Advisors, and Raymond James Financial Services. Sleeper is based in Houston, TX. The Clarus Group provides discretionary investment management and comprehensive wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm employs customized portfolios built from a diverse range of investment models and takes a primarily long-term approach while also offering standalone financial planning and retirement-plan advisory services.

Andy Thornton Jr. is a financial advisor at The Clarus Group with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Raymond James Financial and Kingswood Capital Partners. Outside of advisory work, he is president of Thornton Wealth Group, which handles office operations and payroll. The Clarus Group provides discretionary investment management and comprehensive wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm uses customized portfolios focused on absolute return, capital preservation, income generation, tax minimization, and cash management, employing a broad range of investment vehicles with a generally long-term approach.

James Mccarthy is a financial advisor with The Clarus Group in Houston, TX, holding a Series 63 designation and bringing 55 years of industry experience. His career includes roles at Kingswood Capital Partners, The Noble Group, and Raymond James Financial Services. The Clarus Group provides discretionary investment management and comprehensive wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm emphasizes customized portfolios using diverse investment vehicles, a generally long-term approach, and serves high-net-worth clients among others with over $1.1 billion in discretionary assets under management.

Cole Girouard is a financial advisor at The Clarus Group with one year of industry experience. He holds the Series 65 designation and has worked at The Clarus Group since 2022. Prior to that, he was employed at Worldwide Express for one year and at Lamar University for five years. The Clarus Group provides discretionary investment management and comprehensive wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm uses customized portfolios built from diverse investment models focused on various objectives, employing a range of asset types and leveraging a third-party outsourced Chief Investment Officer for analysis and recommendations.

Madison Whiteside is an advisor at The Clarus Group in Houston, TX, holding a Series 65 designation with one year of industry experience. Prior to joining The Clarus Group, Madison worked at AlliantGroup for three years and spent four years at Vanderbilt University. The Clarus Group provides discretionary investment management and comprehensive wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm constructs customized portfolios using a variety of investment vehicles and employs a generally long-term approach while leveraging a third-party outsourced Chief Investment Officer for portfolio recommendations.

Derrick Dees is a financial advisor with The Clarus Group in Houston, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked for Raymond James Financial Services Advisors Inc. from 2012 to 2023. Outside of advisory roles, Dees is involved in agriculture and construction businesses, including ownership of cattle ranching operations and a construction company focused on residential remodeling. The Clarus Group offers discretionary investment management and comprehensive wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm constructs customized portfolios centered on absolute return, capital preservation, income generation, tax minimization, and cash management, primarily using ETFs and mutual funds while incorporating various other investment vehicles as appropriate.

Holly Gage is a financial advisor with The Clarus Group in Houston, TX. She holds a Series 65 designation and has four years of industry experience. Prior to joining Clarus Wealth Group in 2021, she worked at HighRadius Corp and Pappas Restaurants Inc. The Clarus Group provides discretionary investment management and comprehensive wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm focuses on customized portfolios using a range of investment vehicles and offers standalone financial planning and retirement-plan advisory services, including acting as a 3(38) fiduciary for plan sponsors.

Gary Pankratz is a financial advisor at The Clarus Group with 39 years of industry experience. He holds a Series 63 designation and previously worked at Raymond James Financial and Wildcat Lane, LLC. The Clarus Group is a team of nine advisors managing over $1.1 billion in discretionary assets, providing comprehensive wealth management and discretionary investment management primarily to individuals, trusts, estates, businesses, and retirement plans. The firm builds customized portfolios using a range of investment vehicles and offers services including financial planning, retirement-plan advisory, and estate-planning document generation.