Family Office

Drive your legacy forward with tailored wealth services,
expert guidance, and exclusive opportunities curated for ultra-high
net worth families.

About Family Office Insights

Speak with a Partner

content-image

John W. Sleeting

Managing Partner – Family Office Services

Learn More

Institutional Advisory Services

Foster successful outcomes for your business, employees,
foundation or endowment with the expertise of our team, under a
true fiduciary standard.

About Institutional Advisory Services Insights

Start a Conversation

content-image

Karie M. OConnor,
CIMA®, CPFA®, AIFA®, QKA®

Director – Institutional Advisory Services

Learn More

Private Wealth

Tailor your strategies for financial success through a comprehensive
suite of personalized services designed for successful individuals
and families.

About Private Wealth Insights

Speak with a Partner

content-image

Jeffrey P. DeHaan, CFP®

Managing Partner – Private Wealth Management

Learn More

"*" indicates required fields

What can we help you with?

Choices*

Provide us with your contact information:

"*" indicates required fields

Schedule Your First Meeting

Name*

"*" indicates required fields

Start A Conversation

Name*

"*" indicates required fields

What can we help you with?

Choices*

Provide us with your contact information:

Connect Today to Explore Your Potential For Prosperity

How It All Started: Building a Firm Beyond Wall Street’s Vision
Listen to the Whole Podcast

Achieving Clarity in a Complex World

“We exist to inspire and empower our clients to live with confidence, joy, and a spirit of abundance.”

“We exist to inspire and empower our clients to live with confidence, joy, and a spirit of abundance.”

content-image
Family Office

Drive your legacy forward with tailored wealth services, expert guidance, and exclusive opportunities curated for ultra-high net worth families.

content-image Learn more
content-image
Private Wealth

Tailor your strategies for financial success through a comprehensive suite of personalized services designed for successful individuals and families.

content-image Learn More
content-image
Institutional

Foster successful outcomes for your business, employees, foundation or endowment with the expertise of our team, under a true fiduciary standard.

content-image Learn More
content-image

Speak with our CEO

Let's Talk content-image Hear Our Story

Who We Serve

By the Numbers

$0B+

Assets Under Management

0

States of Client Residency

0

Employees

0

Years in Business

*Clearwater Capital client map and other data as of 01/01/2025

Credentials

content-image

Award winning

Connect

Take Your First Step
content-image John E. Chapman Chief Executive Officer
Tell Us About Yourself.

If you value intentional strategy to protect, sustain, and grow generational wealth . . .

If you appreciate the freedom of open architecture and the power of independent advice to align solutions with your unique goals . . .

If you recognize that enduring success requires a trusted partner to navigate complexity in an ever-changing world . . .

If you understand that time is your most limited and valuable asset, and you seek the freedom to focus on what matters most . . .

. . . We should talk.

Tell me about yourself