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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John W. Sleeting

Managing Partner – Family Office Services

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Institutional Advisory Services

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

Director – Institutional Advisory Services

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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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Jeffrey P. DeHaan, CFP®

Managing Partner – Private Wealth Management

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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

Spring Strategy Symposium
2025

Welcome to our 2025 Strategy Symposium video library-a curated collection of live presentations designed to inform, inspire, and engage. Whether you’re revisiting the live event or joining us for the first time, we invite you to explore these recordings at your own pace and deepen your understanding of the ideas shaping our decision-making. Thank you for being part of this ongoing conversation.

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Clearwater Capital Symposium Market & Economic Update with John Chapman John E. Chapman, CEO & Chief Investment Strategist

John Chapman, Chief Executive Officer and Chief Investment Strategist at Clearwater Capital Partners, shares his expert perspective on the current state of the markets and the broader economic landscape. Drawing on four decades of Wall Street experience, John discusses the key factors shaping today’s environment and outlines Clearwater’s approach to navigating these complexities for clients. This session offers a direct opportunity to hear John’s candid insights and strategic outlook as we chart the path forward together.

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Additional Symposium Features
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AI & Capital Management: What Informed Families Need to Know

James Chapman

Chief Innovation Officer & Senior Wealth Advisor
+ watch now
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The Firm Update

Katie Berganske-Frank

Chief Revenue Officer
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Disclosures

  • Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions.
  • We believe the information provided here is reliable, but do not warrant its accuracy or completeness.
  • This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suitable for all investors.
  • This material has been prepared for informational purposes only and is not intended to provide, and should not be relied on for, accounting, legal, or tax advice.
  • References to future returns are not promises or even estimates of actual returns a client portfolio may achieve.
  • The S&P 500 is a registered trademark of the McGraw-Hill Companies.
  • Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.
  • Investing involves risk. Please consult your investment advisor prior to investing money.
  • Investment advice offered through Clearwater Capital Partners, a Registered Investment Advisor.