Client Center

Upcoming Client Events

  • Feb. 26, 2024 – Vino and Vitality
     In collaboration with our friends at Lumina Hospice, we will be hosting “Vino and Vitality,” a conversational exploration of women’s financial futures, healthy and legacies led by female professionals in their field.

    Where: Delfino Fine Wines, 3111 Santiam Hw SE, Suite G, Albany

    When: Feb. 26, 6 to 8 p.m. (doors open at 5:30)

    Cost: Free!

    Click here to register for Vino & Vitality

     

  • April 4, 2024 – Save the date for our annual Spring Tea client event! More details (and how to RSVP) coming soon!

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.

EXISTING CLIENTS – KAY DEE

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