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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

Your Life Changes. Your Estate Plan Should Too.

Submitted by Clarus Wealth on September 23rd, 2025

Changes in life should prompt a review of your financial plan. We are here to help.

Tags:
  • financial stages
  • updating my estate plan
  • when to update my estate plan

Monetary Musings from First Trust

Submitted by Clarus Wealth on September 22nd, 2025

First Trust's economists discuss their opinions on whether short-term rate cuts are warranted, in this week's Monday Morning OUTLOOK.

Tags:
  • Government deficit spending
  • M2 and inflation
  • Monetary Musings
  • Money Supply

Clarus Wealth Advisors Market Watch September 22, 2025

Submitted by Clarus Wealth on September 22nd, 2025

The Fed cut rates last week and the August Core PCE report is set to be released on 9/26. Read more about factors impacting the markets in this week's Market Watch.

Clarus Market Watch 9.15.25.jpg

Tags:
  • Core PCE
  • fed rate cut september
  • reciprocal tariffs
  • S&P500 September
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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