About Us.

Just like deciding what to invest in, deciding who you invest with can be a big decision. Make sure you have the right captain who can guide you to clear waters.

How we work with you.

We follow a very simple mantra: We’re not successful until our clients are. We are a group of others-focused finance professionals with a desire to add value in every interaction we have.

While much of the business world conducts itself with a primary focus on profit and little attention to service, we believe the natural process of growth is that of money coming in as a result of the work, and not before the work itself.

The Clearwater team helps determine your goals and level of risk before developing a tailored long-term financial strategy. Our portfolio managers look at the markets, evaluate your asset mix, and optimize to your financial goals and wealth management plan.

We invest in you, before you invest with us. Just like deciding what to invest in, deciding who you invest with can be a big decision. Here’s a little bit about our team to help you select the right person for your unique needs.