Why Do Clients Choose Clearview Wealth Management?

Clearview Wealth Management clients understand that having a clear path for their financial future is critical to their overall success.  They also understand that they may have neither the time nor the expertise to ensure that all the parts of their financial lives are working together toward their goals.  Therefore, they embark on a long-term partnership with the trusted advisors of Clearview Wealth Management for their expertise, experience and exceptional care.

Our firm is uniquely qualified to serve our clients:

Client Care

Our primary focus is on the care of our clients. In all aspects of the work we do, our goal is to provide the expertise of our experienced advisors to plan for and execute the appropriate strategies for each client’s particular situation. We proactively address issues in advance of their occurrence to ensure the widest range of outcomes and solutions are considered. We assist our clients in defining and prioritizing their goals and offer alternative strategies when needed. We care for generations of families, assisting our clients, their parents and their growing children, so that the entire family is adequately prepared to face the unknowns of the future.

Credentials and Expertise

All of Clearview Wealth Management’s professionals are credentialed as CERTIFIED FINANCIAL PLANNER™ certificants. Additionally, as a corporate firm of the National Association of Personal Financial Advisors (NAPFA), our NAPFA-Registered Financial Advisors are held to a rigorous continuing education requirement in excess of that required by the CFP® Board. We believe in the value of lifelong learning and professional development. As such, our advisors hold advanced degrees and additional certifications to ensure that our expertise stays ahead of the needs of our clients.

Acting in Your Best Interest

We act in a Fiduciary capacity for our clients.  As CFP® certificants and as NAPFA Registered Advisors, we are held to the highest standard of care. It is required that “a CFP® professional shall at all times place the interest of the client ahead of his or her own.”  Additionally, because of our transparent fee structure, our clients are assured that the advice we offer is unbiased and always in their best interest.  No commissions, no conflicts.

Schedule a free consultation to experience the Clearview difference.