Speak with a Partner
Jeffrey P. DeHaan, CFP®
Managing Partner – Private Wealth Management
Managing Partner – Private Wealth Management
The 5th Annual Charity Supercar Show was a fantastic turnout. We are proud to announce that we raised $85,000 for three incredible local charities.
We invite you to join us on Thursday, September 25th, from 3 PM to 6 PM, for Business Succession & Exit Strategies, an exclusive event designed for company owners.
As the owner of a thriving business valued between $30 million and $300 million, you understand that a succession or exit is not a matter of “if,” but “when.” The real question is: Will you proactively shape your outcome, or will circumstances dictate it for you?
Join us for an exclusive evening at the renowned Medinah Country Club, designed specifically for accomplished owners like yourself. This event offers valuable insights, expert perspectives, and peer dialogue to help you make informed decisions about your company’s future and your family’s legacy.
Thank you for your interest in our 2025 Spring Symposium. While this event has concluded, you can still access the full breadth of insights through our exclusive video package.
The 2024 LeCompte / Kalaway Cup was a fantastic event with great friends. The day was filled with polo matches, a parade of the hounds, and many more exciting activities.
On Saturday, June 8th the Clearwater Capital Foundation hosted the 4th annual Supercar show. This year’s event drew 300 cars, 1,200 guests, and had an estimated $51,000,000 of supercars in the parking lot. The event raised $80,000 for 3 local charities, The Bridge Youth & Family Services, A Giving Heart Foundation, and Fellowship Housing.
John E. Chapman
Chief Executive Officer