Client Center

Upcoming Client Events

  • November 6th 5:50-7:30pm. Please save the date!  We have invited Retirement Coach, Kirsten Meneghello of Illumination Coaching to lead us through an interactive workshop on Purposeful Planning for Retirement –defining retirement on your own terms. More details to come.

Opportunities to Connect

Looking for ways to plug in to the Corvallis community? Check out the volunteer opportunities below! Know of one we didn’t include? Send it to info@claritywealthdevelopment.com.

Alzheimer’s Association

  • Whether you prefer getting out in the community or volunteering from home, organizing an event or applying your technical skills, the Alzheimer’s Association is always seeking volunteers. 
  • Click here to learn more

Corvallis Parks & Rec

  • Help out at the Community Center, help maintain our city’s parks, serve at special events, and more!
  • Click here to learn more

Lumina Hospice

  • From sitting vigil with the actively dying or providing respite care to relieve an exhausted caregiver, to sewing patriotic quilts for veteran patients or providing administrative support at the Community Resource Center, Lumina offers a variety of volunteer opportunities.
  • Click here to learn more

Retired & Senior Volunteer Program

  • The Retired and Senior Volunteer Program (RSVP) is America’s largest volunteer network for people age 55 and over.
  • Click here to learn more

Investment Site Logins

Use this site for reports, billing statements and to access your vault.

Use this site for statements and balances

Financial Planning Logins

Talk to Your Advisor

Schedule a 30 minute check-in phone call with your advisor.

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