Clay Northam Wealth Management - Our Process

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Our Process

Clay Northam Wealth Management utilizes a six step process to understand and implement clients’ objectives.

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El Segundo Office
Brian M. Clay, CFP^®, CMFC^®
222 N. Pacific Coast Hwy.
Suite 2000
El Segundo, CA 90245
Phone: (310) 662-4700
E-Mail: [email protected]
Sherman Oaks Office
Brian M. Clay, CFP^®, CMFC^®
15260 Ventura Blvd.
Suite 1200
Sherman Oaks, CA 91403
Phone: (310) 662-4700
E-Mail: [email protected]
Huntington Beach Office
Darren Northam, CFP^®, CMFC^®
16400 Pacific Coast Hwy
Suite 207
Huntington Beach, CA 92649
Phone: (562) 431-9988
E-Mail: [email protected]

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Copyright © 2025
Clay Northam Wealth Management, LLC

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Clay Northam Wealth Management. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee based financial planning and investment advisory services are offered by Clay Northam Wealth Management, a Registered Investment Advisor, filed in the states of California and Texas. Insurance products and services are offered through the members who are independent licensed insurance agents. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any States other than California or Texas or where otherwise legally permitted.