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Twenty years ago, Clearwater Capital Partners was founded with a vision to build a different kind of Wall Street firm.

One week ago, the United States and Israel began an offensive military campaign aimed at destroying Iran’s nuclear weapons, ambitions, and armed forces capabilities.  According to reports, this action has been effective with Iran’s navy, air force, and air defense systems largely eliminated.

Jeff DeHaan, CFP®, Earns Distinguished Recognition as a 2026 Top Advisor by InvestmentNews.

Clearwater Capital Partners proudly celebrates its 20th Anniversary in 2026, marking two decades of steady growth, trusted counsel, and enduring client relationships. What began in 2006 as a boutique advisory practice has evolved into a multi-disciplinary wealth management and family office advisory firm serving clients across the Greater Chicago area, nationwide and internationally.

Clearwater Capital Partners is pleased to announce that Jeffrey DeHaan, CFP®, Managing Partner of Private Wealth Management and Senior Wealth Advisor, has been selected to serve on the InvestmentNews National Advisory Committee.

We are pleased to share with you the Clearwater Capital Partners Outlook 2026 report entitled: “High Gear, Low Visibility. Riding Between Confidence and Caution.”