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Clarus Wealth at Plum Creek

Clarus Wealth at Plum Creek is a wealth management firm located in Castle Rock, CO with a branch location in Peoria, AZ. We are dedicated to providing investment management and strategic wealth planning that is right for you. Our philosophy is simple: we believe that life planning cannot be separated from investment planning. As independent advisors, our interests are aligned with our clients to help them develop a comprehensive plan and take the next step to implement it. We do this through a strong planning process which is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your assets now, and that efficiently provides for the future, considering both tax issues and estate planning goals.  Simply put, we strive to be our client’s trusted advisor.

 

 

Latest Blog Posts

Clarus Wealth Advisors Market Watch July 13, 2026

Submitted by Clarus Wealth on July 13th, 2026

This week's Market Watch has Don and Ken discussing Earnings Season, sector rotation, Fed Minutes, and more. Enjoy!

Tags:
  • capex growth rates
  • sector rotation
  • Semiconductor funds

Tips for preventing fraud

Submitted by Clarus Wealth on July 7th, 2026

Keeping your technology up-to-date, keeping your financial advisor informed of changes to your personal information, using your Wi-Fi hotspot instead of public Wi-Fi, logging out completely from any financial websites, and using two-step authentication are just a handful of the tips that Schwab suggests to prevent fraud. The rest of the list can be found in the attached pdf.

Tags:
  • cybercrime prevention
  • email fraud
  • fraud prevention
  • how to prevent fraud

How to Avoid Making Emotion-Based Financial Decisions

Submitted by Clarus Wealth on July 7th, 2026

A Financial Professional can help you make and stick to a plan, with the flexibility to adjust it as necessary. This, and other included tips in the attached article, may assist you in avoiding emotional-based financial decisions.

Tags:
  • Gambling vs investing
  • How to Avoid Making Emotion-Based Financial Decisions
  • Is investing a form of gambling
  • Should I hire a financial planner
419 Jerry St
Castle Rock, Colorado
80104 United States

  •  Tel: 720.510.1199
  •  info@claruswealthatplumcreek.com

      

OSJ Office: Clarus Wealth Advisors
9125 W Thunderbird Road, Suite 100
Peoria, AZ 85381

 

Click here to view the Clarus Form CRS 2020 (PDF)

Securities offered by Registered Representatives though Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Clarus Wealth Advisors, LLC, a Registered Investment Advisor
Clarus Wealth Advisors LLC and Private Client Services are unaffiliated companies. 

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