• 2019 Benefit and Contribution Limits Announced

    The IRS and Social Security Administration have announced the limits for benefits and contributions for 2019. Click here to see what’s ahead for the coming…


  • Retiring to Charlotte?

    Cheryl Sherrard was quoted in a recent Financial Advisor magazine article entitled, “Retiring in Charlotte is all about location, location, location”.  The article mentions that…


Plan for Life’s Stages

Regardless of your stage in life, you deserve access to the expertise and personal attention of a credentialed advisor at a reasonable cost.

Clearview Wealth Management understands that whether you are early in your career or are about to end a long successful one, you need a financial partner to assist you on your journey. We have advisors specializing in early career planning, business ownership, and later life issues to provide expertise throughout the phases of your life. We build long-term trusted partnerships with our clients, through unbiased advice and exceptional client care.
Read More


  • The View at the Top of the Year – 2019

    Almost two years ago to the month, I penned a commentary on my grandmother’s quilting after what had been at the time, a seemingly volatile…


  • The View!

    A recap of the week ended October 26th.

    One of my favorite songs growing up was Elton John’s Crocodile Rock (Side A).  Released in 1973…