Financial Advice to Build, Protect, & Enjoy What Matters Most

Are You on Track to Reach Your Goals?

You want to be ready for the twists and turns life brings your way. No matter what decisions you’ve made or where you are in your financial journey, we meet you there and help you create the future you envision.

Experts on Your Side

Since opening our doors, Clearview Wealth Management has helped clients reach their financial goals. We offer fee-only financial planning and investment management services and always act as a fiduciary for our clients, putting their best interests first. With over two decades of experience working together, our dedicated financial advisors can help you create a path to success.

Stats That Count

Every Financial Advisor is a CFP® Professional

All Advisors Hold Advanced Degrees

41% of Our Clients have been with us for 10+ years

39% of Client Relationships are Multi-Generational or Siblings

How We Can Help

Since opening our doors, Clearview Wealth Management has helped clients reach their financial goals. We offer fee-only financial planning and investment management services and always act as a fiduciary for our clients, putting their best interests first. With over two decades of experience working together, our dedicated financial advisors can help you create a path to success.

Investment Management

We actively invest and manage your portfolio while focused on your goals and risk tolerance.

Financial
Planning

We’ll take a complete look at your financial situation and create a dynamic financial plan that grows and changes with you.

Trust
Management

We’ll help you build and maintain wealth for the next generation.

Let’s Focus on Your Financial Future

Get started creating a solid financial plan in 3 easy steps:

Contact us

Complete the online form or simply contact us at 704-837-4317.

Meet with us

In a free one-hour consultation, share your goals and dreams. Get to know us and how we work with you and for you.

Start living your best life

Begin your financial journey with us, and let’s walk this path together!