Helping you grow more than wealth

How we serve you

Clement Waugh Investment Services Group provide wealth planning solutions for organizations and individuals to help achieve their values and goals. James and Andrew continually provide high quality, value-added services for all clients. They strengthen client relationships through mutual trust, teamwork and education.

Investment philosophy

We recommend a strategic buy-and-hold asset allocation strategy. Investments are made with a client’s risk tolerance, time horizon and financial goals in mind.

Global Insight Monthly

Global Insight Monthly NovemberMarket overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read the Global Insight 2024 Outlook »

New wealth insights guide for young professionals

Today’s young professionals face many challenges when it comes to building wealth. Download our new guide on money matters for young professionals. It’s designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

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Meet the team

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Learn more about us. 

Latest Insights

Global Insight 2024 Outlook Storm Clouds loom over field

Global Insight 2024 Outlook: Investing for a new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read more

Social Media

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18 Underrated Golf Destinations You Probably Haven't Considered - Explore

Golf lovers are blessed with many gorgeous courses, but these underrated golfing destinations are worth a little extra attention.

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The Ultimate Yosemite Guide, from a National Park Aficionado

Located in the Sierra Nevada mountains of California, Yosemite offers visitors an enticing blend of natural wonders and outdoor activities.

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Looking to make some year-end donations? It might be a great time to set up a donor-advised fund to help meet your charitable giving, legacy and wealth planning goals.