June 2013 Newsletter

An Update from Clearview Wealth Management. Greetings to each of you and thank you for making Clearview Wealth Management a wonderful success.  The past 3 months have been exciting and busy but what we are most proud of is your trust and willingness to continue our relationship.  We are grateful for this and we are committed to building and furthering this relationship through hard work and responsiveness to all your requests. In this inaugural newsletter, the focus will be operations and client service initiatives.  The operational aspects of what we do often go unnoticed, but they are critical for us to meet and exceed your expectations around service and support of your financial requests.  Future newsletters will resume their attention  on financial planning and investment topics with an occasional update on firm news and industry trends. As you may know, we engaged Charles Schwab, Fidelity Investments and National Advisors Trust Company to serve as custodians of your accounts and the investments they hold.  We are excited to continue these relationships and take pride in the exceptional standard of care they Read on! →