The Picture Boxes element allows to display a list of features arranged in content boxes with images.
Besides the standalone usage, the Picture Boxes element is also the core part of the following elements:
- Works (Case Studies)
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Licence from ASIC
We have applied for a licence from Australian Securities and Investments Commission.
Member of IFAAA
We are a practicing member of the IFAAA Gold Standard of IndependenceTM.
Certified Financial Planner®
Our financial planners are members of the Financial Planning Association.
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Meet Our Team
Diverse views, common values and a team approach to creating better outcomes
How our approach in serving our clients sets us apart from other advisory firms
Taking the Long View
Nearly a century of experience understanding the markets and capitalizing on what lies ahead
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Bruce Schragin is President of Clayton Biltmore Financial. He has extensive experience in the financial area helping clients plan for a stress-free financial retirement. In addition to extensive experience in Finance, Bruce is also an MBA from Washington University in St. Louis and has taught Undergraduate and Graduate Business Classes at the university level.
At Clayton Biltmore Financial our team of experts focuses on one client at a time providing insightful analysis and a customized retirement plan designed to meet their individual retirement objectives.
With me, the client is first and foremost. I live to serve others. After spending my commitment in the United States Submarine Service, I came back to the civilian workforce. To give you some perspective, after returning from the service and finding out, that my mother’s trusted financial advisor had lost her money while the advisor was still making money, I found a new mission…to help my mother and other folks avoid those types of situations. With my guidance, my mother was able to retire within 2 months and now has a secure financial future while leaving a legacy for each of her grandkids. I want to help others with my expertise and guidance so they can experience the financial security my mother and all my clients have.
In my spare time I lead a volunteer group in my local area that partners with several non-profit organizations to help underprivileged families and elderly people stay in their homes. I’ll treat you like family and I would do anything to protect and take care of my family. I’m fanatical about the success and protection of my clients’ financial future. Let me show you how I can help you plan a secure financial retirement.
Josh Wengert is a retirement specialist at Clayton Biltmore Financial. His mission is simply to deliver an exceptional experience. As his valued client, you will receive comprehensive advice, innovative strategies, customized solutions, and at all times, a positive attitude combined with honest communication. He brings a wealth of knowledge as a planning partner, and is eager to provide a superior level of professionalism that will empower others to make important retirement related decisions. For him, lifelong relationships have been earned one client at a time by exercising diligence, maintaining confidentiality, and leveraging technology.
Creative & Social Media Director
Rachel is a very valuable member of the Clayton Biltmore Team. She has extensive experience in interactive media/design and helps with a variety of strategic and tactical projects
In her spare time, she enjoys many hobbies including making cider, doing photography, and woodworking.
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Comprehensive and objective advice for all your financial questions
Investment Planning and Strategy
Professionally managed, low cost, and customized to your situation
Complete business advice service that covers from idea creation to cash flow forecasting
We can help you carefully consider your financial strategy for retirement
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Cash Flow Management
We can assist you to make better use of your money and become more financially successful
As the traditional domain of financial planners, investment advice forms an important and integral part of our advice
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No matter what stage of your financial life your are in, we can help you make the most of what you have!