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.”

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Family Office

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

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Private Wealth

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

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Institutional

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

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Speak with our CEO

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


Award winning


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.