OUR
SERVICES

  • ASSET MANAGEMENT

    INVEST.We integrate environ-
    mental, social, and governance
    factors into our discretionary port-
    folios, delivering both impact and
    performance to our clients.

  • WEALTH MANAGEMENT

    PLAN.Our team works with indi-
    viduals, families, businesses and
    institutions to deliver services and
    solutions that help build, preserve,
    and pass on wealth.

  • MORTGAGE BANKING

    BORROW.Ready to get a home
    loan? We offer all loan types to
    Virginia residents. Pre-qualifica-
    tions take as little as 15 minutes.
    NMLS ID 1120081www.nmlsconsumeraccess.org

  • EMPLOYEE BENEFITS

    THRIVE.We offer customized
    retirement plans from one-man
    shops to firms with hundreds of
    employees.

ABOUT
OUR FIRM

Methodical. Relevant. Circumspect.

Klaren Capital uses a methodical process to determine your tolerance for risk and to establish and understand your goals. We tailor an investment approach to you and your individual needs and periodically reevaluate that approach for relevancy.

Carefully planning your financial life is key to ultimately achieving your goals. Whether your goals are sending children to college, saving for a dream purchase, retiring comfortably, or passing your hard-earned estate assets on to loved ones, we will evaluate your situation and help you determine the most appropriate strategy for you.

Our goal is to build life-long relationships through careful analysis and close contact with you and the changes in your life. We aim to grow with you and will be there for you every

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IN TOUCH

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