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Karie M. OConnor,
CIMA®, CPFA®, AIFA®, QKA®
Director – Institutional Advisory Services
Speak with a Partner
Jeffrey P. DeHaan, CFP®
Managing Partner – Private Wealth Management
Director – Institutional Advisory Services
Managing Partner – Private Wealth Management
Our mission is to transform lives through deep personal relationships and curated
wealth solutions, always with the strictest discretion and confidentiality.
Clearwater Capital Partners was established by John Chapman in 2006 in response to the prevalent shortcomings within the financial industry, including conflicts of interest, non-disclosure of material facts, and broken promises. Recognizing the critical need for genuine advice on real issues, our firm set out to redefine industry standards.
Investors deserve far more than the fragmented sales pitches often delivered by Wall Street. At Clearwater, delivering honest and competent advice guides our every action. The principles and insights that shaped our business model from the outset continue to be fundamental to our operations.
Our firm has grown primarily through referrals, a testament to our enduring client loyalty. Today, we are a well-established and thriving firm.
“Welcome to Clearwater Capital Partners, where character and competency shapes every interaction. Thank you for taking the time to learn more about us. Please tell us about you.”
Katie L. Berganske-Frank
Chief Revenue Officer
Clearwater Capital operates as a unified team, fostering a collaborative environment where the right resources are brought to bear for every client case. Our integrated team approach allows us to leverage the diverse skills and experience of our entire staff. This synergy allows us to marshal the totality of our resources, ensuring that all client needs are met with the full breadth of our collective capabilities.
We believe that the firm’s only allegiance is to our client.
We believe in the power of independent advice.
We believe in an open and honest dialog with our clients, including the full disclosure of all fees and costs.
We believe that our objective approach, and our commitment to those we serve, will create the type of partnership not commonly available on Wall Street.
We believe that our success is not soley measured by performance statistics, but rather by how effective we are in helping our clients achieve their goals.
We believe in being generous with our time, talent, and resources.
We believe we can always become better, that all things are possible, and that we must never stop learning.
John E. Chapman
Chief Executive Officer