About
Vanclef Financial Group offers securities through American Trust Investment Services Inc., a FINRA member broker-dealer, and through which we offer a robust platform of traditional and alternative investment opportunities. Vanclef Financial Group also offers advisory services through Chicago Capital Management Advisors, an SEC Registered Investment Advisor. We strive to help our clients avoid mistakes that can drain their financial resources and savings. Our goal is to preserve your wealth by taking the mystery out of investing. We do this by spending the time necessary to educate our clients on different approaches and strategies to investing and then formalizing a detailed plan to match their goals.
Meet Jason Vanclef
Author of "The Wealth Code 2.0: How the Rich Stay Rich in Good Times and Bad"
Jason Vanclef is a financial planner and strategist and the mastermind behind the unique Wealth Code Asset Class Diversification model he uses to help clients better defend against market downturns. As a national mentor and speaker to successful advisors around the country, Jason trains other financial professionals in his strategies for building worst-case scenario portfolios for their clients and taking a more conservative approach to the economy and what lies ahead.