Cory Clair

Cory Clair is the Co-Founder of Cascade Private Wealth, where he advises a national network of high-net-worth individuals, business owners, and families. His practice is centered on holistic financial planning, estate planning, risk management, business-owner strategies, and advanced wealth solutions including self-directed brokerage accounts and premium-financed life insurance.

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Cory works extensively with professionals and executives navigating complex employer-sponsored retirement plans, particularly those offering Self-Directed Brokerage Account (SDBA) options. His experience includes advising individuals affiliated with organizations such as Cleveland Clinic, Amazon, Baptist Hospital, Florida Retirement System, Miami-Dade Deferred Compensation, University of Miami, New York University, Cornell University, and Charter Communications, among others. Cory helps clients integrate these plans into a broader financial strategy that aligns investment management, retirement income planning, and long-term estate objectives.

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Cory entered the financial services industry with a deep sense of purpose shaped by personal experience. After losing his mother to cancer at the age of 47, he developed a profound appreciation for the importance of preparation, protection, and thoughtful long-term planning—principles that continue to guide his work today.

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Originally from Queens, New York, Cory now resides in Miami and spends summers in New York to remain close to family. Outside of work, he enjoys golf, fitness, travel, and spending time with family and friends.

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