Personal Statement:

By utilizing our firm's unique planning process, The Economic Confidence Building Process^sm, I help individuals, families, and small business owners develop a financial process that builds and protects wealth in the most efficient manner possible.

Education and Training:

Providence College - B.S. in Marketing and Management

PERSONAL SERVICES	BUSINESS SERVICES
Retirement Planning	Employee Benefits
Estate Planning	Buy/Sell Agreements
Asset Allocation	Business Succession Planning
Life Insurance
Individual Disability Insurance*
Education Funding

Insurance Licensed In:

California, Connecticut, Georgia, Kansas, New Jersey, New York, South Carolina, Virginia

Securities Licesned In:

California, Connecticut, New York

Jim Clayton joined Strategies for Wealth in September 2004 after 19 years as a NYSE floor broker where he owned and ran his own brokerage firm called Integra Securities.  Jim and his wife Gaylene had been clients of Strategies for eight years and realized it was a natural fit to join the firm upon his retiring from the hectic pace of the NYSE floor.  He saw firsthand the benefits of having a financial roadmap to work off of both in good times and tough times over the years.

Jim has a tremendous passion for guiding people and takes great pride in the impact that strategic planning has on his clients.  He takes a holistic view on planning and does not come to his clients with any preconceived notions.  Jim carefully evaluates client's goals and creates a blueprint that gives every client control over their financial future.

A graduate of Providence College, Jim earned his BS in Marketing/Management.  He is the father of three daughters, Courtney, Lauren and Nicole.  Out of the office he can be found coaching soccer in his hometown of Brookfield, CT, as well as waterskiing on Candlewood Lake.  He loves to play golf and snow ski in the cold winter months.  He also enjoys traveling with his family.

James is a Registered Representative of and offers securities producst and services through Park Avenue Securities LLC (PAS).  Strategies for Wealth is not an affiliate of subsidiary of PAS. Financial Representative of The Guardian Life Insurance Company of America, New York, NY.

PAS is a member FINRA/SIPC.  www.finra.org

The Registered Representative is securities licensed in California, Connecticut and New York and is strictly intended for individuals residing in those states.  No offers may be made or accepted from any resident outside these specified states.

* Disability Income insurance underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY.  Products not available in all states.  Product provisions and features may vary from state to state.