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Many financial advisors offer wealth management services, yet most of these services are related to a single category: investment products. While we believe it’s important to have access to a broad range of investment options and strategies, investment planning is only one piece of the puzzle that leads to financial well-being.

We believe that focusing solely on your investment needs ignores other important aspects of your financial picture that are equally important in helping you achieve your life goals. It can also significantly limit your access to other important opportunities on the path to meeting your goals.

At Clearview, our experienced advisors have spent decades developing their individual areas of expertise, as well as relationships with professional services providers across multiple financial disciplines.

We seek to identify important opportunities across the many areas that impact your lifestyle and finances, including:

  • Cash management strategies
  • Insurance and risk management
  • Retirement income planning
  • Tax strategies
  • Health care planning
  • Multigenerational family planning
  • Estate planning and trust services*
  • Charitable giving strategies

Coordination Across Your Entire Financial Life

We have assembled a network of professionals across financial disciplines who can refer you to should you need their experience. Together with our professional partners, we strive to address all of your wealth management needs. Working as your financial quarterback, we coordinate the activities of these professionals to ensure alignment with your financial and lifestyle goals. We are also happy to work with your existing team of attorneys or tax advisors to coordinate strategies and ensure your best interests always come first.**

Technology Plays a Critical Role in Implementing and Tracking a Clients Plan

As we implement a clients financial plan it becomes equally as important to monitor that plan. Our technology suite allows us to closely monitor each individual clients investments, risk and financial plan. It also helps us stay in touch with clients and schedule review meetings throughout the year. 

Learn more about our Technology

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

**You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide tax, CPA, legal, real estate, insurance or trust services. These entities and their services are not affiliated with LPL Financial and Clearview Financial Partners.

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