Trust

Investing can be scary. Allowing someone to look into your finances and help control the direction they take means putting your trust in a professional and expecting they will not let you down. Working with a Fiduciary Fee-Only advisor ensures that advice is in your best interest.

Strategy

Analyzing your situation and creating a plan to help you reach your goals is more than formulas or calculators, it involves strategic planning that will allow you to navigate life's ups and downs without losing sight of your goals.

Responsibility

This means having someone who can not only develop an initial plan, but help you to implement the plan, monitor it for needed changes, and ensure that your money is working for you and will be there to take care of you when you need it to be.
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Clinton J. Gerner AIF®
Chief Financial Planner/Founder

 

Clinton GernerClinton is an experienced adviser and local St. Paul businessman. A former U.S. Marine and decorated combat veteran, Clinton left the service after being injured by a landmine. Upon returning to the U.S. Clinton entered an internship program with Diversified Financial Concepts Inc, a national financial services firm and the top managing general agent for The Hartford and Woodbury Financial, formerly Fortis Financial. He quickly rose to a Senior Planning position with the company. After building a solid financial background with DFC Inc. Clinton decided to pursue his goal of being an entrepreneur and business owner.

He currently owns Saint Paul based Capital Wealth Management Inc. Clinton concentrates on a limited group of clientele which allows him to provide a more personal level of service to his clients while offering one of the broadest ranges of investments options in the industry. Mr. Gerner is a Fee-Only Financial Planner offering financial planning and asset management for a flat fee, hourly fee or a percentage of assets under management. He is also the host of The Minnesota Wealth Show on Mytalk 107.1 FM in the Twin Cities.

Clinton currently holds the Accredited Investment Fiduciary® designation. The AIF® designation is designed to show the high standard of fiduciary responsibility held by the advisors who have earned it. They conduct themselves to a standard of care that most advisors do not hold and they use a best practices approach to dealing with their clients.

Organization Member: 

Accredited Investment Fiduciary®
Member – The Committee for the Fiduciary Standard
Financial Planners Association
FPA-Minnesota
VFW Post 1635
Business Network International– RHR Chapter
Disabled American Veterans Association
Service Disabled Veteran Owned Small Business Certified (SDVOSB)
2009/2010 Saint Paul Capital Improvement Bond Task Force
Former Board Member, Saint Paul District 6 Community Council  Former Vice-Chair, Saint Paul District 6 Land Use Task Force