FOR IMMEDIATE RELEASE
June 11, 2013
CLEARVIEW WEALTH MANAGEMENT OPENS IN CHARLOTTE
Charlotte, NC — Clearview Wealth Management is proud to announce its opening in the SouthPark area of Charlotte, North Carolina. Established in early 2013, Clearview Wealth Management was formed by three of Charlotte’s financial planning and investment management professionals – Eric Clark, CFP®, Cheryl Sherrard, CFP® and Treven Ayers, CFP®. Combining their 60 years of collective experience, they formed a client-centered firm built on the principles they believe in:
- Commitment to a lifelong partnership with each client built on a cornerstone of trust. Clearview’s primary focus is on the needs of the client and their successive generations.
- Focused expertise and technical knowledge to provide well-researched and appropriate solutions for each client.
- A customized approach to financial planning and investment management that is unique to each client and evolves as the client’s priorities change over the course of their life.
- A fee only, fully transparent pricing model which allows for unbiased advice with no hidden agendas. No commissions, no confusion.
- A firm-wide commitment to give back to the community through volunteering, board service and charitable giving.
Located at 2115 Rexford Road, Clearview Wealth Management is a NAPFA registered, Fee-Only wealth management firm. Offering a full range of investment management and financial planning services, the associates of Clearview Wealth Management offer areas of expertise including retirement and estate planning for pre-retirement professionals and small business owners. For young professionals, Clearview Wealth Management offers advice on budgeting, risk (insurance) management, and planning for children’s educational expenses. Complimenting all financial planning services is ongoing investment management. Clearview Wealth Management takes a diversified approach to investing with emphasis on individual stock selection, fee transparency and tax efficiency.
About Clearview Wealth Management
Clearview Wealth Management is a privately owned, Registered Investment Advisor firm dedicated to lasting partnerships with our clients built on a cornerstone of trust. We believe that exceptional client care should be our highest priority, as we assist you in managing your family’s wealth. A comprehensive approach is used to ensure that both the management and investment of your assets are working in tandem toward the attainment of your goals. A dual focus on investing and proactive planning allows us to be a vital resource for your, providing well thought-out advice that considers and coordinates all the areas of your financial life. Visit us at www.clearviewwealthmgmt.com.