The team at Clearview Wealth Management provides you with many resources to assist you on your wealth management journey.  Contact Us to let us provide you with individualized information and answer any questions you may have.

You can also browse our list of trusted resources below:


  • National Advisors Trust

    National Advisors Trust

  • Fidelity Investments®

    Fidelity Investments®

    Fidelity Investments® is an independent company, unaffiliated with Clearview Wealth Management. Fidelity Investments® is a service provider to Clearview Wealth Management.

    There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments®, nor is such a relationship created or implied by the information herein. Fidelity Investments® has not been involved with the preparation of the content supplied by Clearview Wealth Management and does not guarantee, or assume any responsibility for, its content.

    Fidelity Investments® is a registered service mark of FMR LLC.

    Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC.


  • Charles Schwab & Co., Inc.

    Charles Schwab & Co., Inc.

    You are now leaving the Clearview Wealth Management Website and will be entering the Charles Schwab & Co., Inc. Website.

    Schwab is a registered broker-dealer, and is not affiliated with Clearview Wealth Management or any advisors whose names appear on this website. Clearview Wealth Management is independently owned and operated. Schwab neither endorses nor recommends Clearview Wealth Management. Schwab has agreements with Clearview Wealth Management under which Schwab provides Clearview Wealth Management with services related to your account. Schwab does not review the Clearview Wealth Management website, and makes no representation regarding the content of the website. The information contained in the Clearview Wealth Management website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.



Senior/Aging Issues

For a list of senior communities and ratings in Charlotte, NC visit

Family Conversations About Aging ebook by Cheryl Sherrard, CFP®, helps you navigate the issues you may face within your own family through the art of productive and proactive conversation.

Financial Confidence Quiz

How financially confident are you? Take the Quiz

Social Security and Retirement Plans

Here are the top changes to Social Security and Retirement Plans for 2019.

College/Student Loans

Estimate and help you choose a repayment plan for your Federal student loans with’s Repayment Estimator.

Find college costs and other helpful tools at