Biography
Cory H. Clair, Founder
Cory Clair is the Founder of Cascade Private Wealth, a private advisory firm serving high-net-worth individuals, business owners, executives, and multigenerational families across the country. His work blends advanced planning expertise with a deeply personal, relationship-driven approach—designed to bring clarity, structure, and confidence to complex financial lives.
Cory’s advisory practice is built around five core pillars: holistic financial planning, estate planning, risk management, business-owner strategies, and advanced wealth solutions including self-directed brokerage accounts and premium-financed life insurance. Clients seek Cory out not only for his technical insight, but for his ability to simplify complexity and integrate every moving piece of their financial world into a cohesive, long-term strategy.
A significant area of Cory’s practice focuses on helping professionals and executives optimize 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, and many others. Cory helps clients evaluate investment options, manage risk, and align retirement assets with broader planning goals both during their careers and through retirement transitions.
Cory’s commitment to planning is rooted in personal experience. In 2003, he lost his mother to cancer at the age of 47—an event that profoundly reshaped his understanding of time, preparedness, and the importance of protecting the people you love. In her honor, Cory completed multiple marathons and half-marathons to raise money for Memorial Sloan Kettering Cancer Center. More importantly, that experience became the foundation of his professional philosophy: life is unpredictable, and families deserve plans that are built to endure it.
Throughout his career, Cory has earned recognition as an Investment Advisor Representative and a Court of the Table–level MDRT producer, placing him among the top advisors in the industry. Yet the achievement he values most is the trust of the clients and families who continue to work with him across generations.
Born and raised in Queens, New York, Cory developed early values centered on loyalty, resilience, and family. Today, he lives in Miami while spending summers in New York to remain closely connected to his roots. Outside the office, Cory enjoys golf, fitness, travel, and live sporting events—especially when cheering on the New York Yankees, New Jersey Devils, Chicago Bears, and Boston Celtics.
Through Cascade Private Wealth, Cory continues to build a firm defined by sophistication, integrity, and deeply personal relationships—helping clients protect what they’ve built, plan for what’s ahead, and move through life with confidence.