Family Office

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

About Family Office Insights

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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.

About Institutional Advisory Services Insights

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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.

About Private Wealth Insights

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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
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financial wellness library

Meridian Charter Schools

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The Saver’s
Credit

and What You Need to Know

by Karie M. OConnor

Investment Advice offered through Clearwater Capital Partners a Registered Investment Advisor. For educational purposes only, not intended to be tax advice. Please consult your tax advisor.
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Financial Wellness
Videos Just for You

Thank you for visiting our library of financial wellness videos we’ve created just for you. We hope you find these to be a useful part of your financial journey and spur questions and actions on your part. For the best viewing experience, please double-click on the video to maximize the display.

Please check this page often as we update it over time. If you have any questions, please feel free to contact us.

Our contact information is at the bottom of the page!

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AllEducationPlanningInvestingInsurancePersonal FinanceHealthcareTax Planning
Education
Your Personalized
Exacto Participant Education
A discussion on the key aspects of Exacto Plan Participant Education, focusing on how to maximize its benefits.
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Education
Your Personalized
Exacto Participant Education
A discussion on the key aspects of Exacto Plan Participant Education, focusing on how to maximize its benefits.
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Education
Your Personalized
Exacto Participant Education
A discussion on the key aspects of Exacto Plan Participant Education, focusing on how to maximize its benefits.
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Education
Your Personalized
A5 Participant Education
A discussion on the key aspects of A5 Capital Partners Participant Education, focusing on how to maximize its benefits.
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Education
Your Personalized
The Saver’s Credit
Investment Advice offered through Clearwater Capital Partners a Registered Investment Advisor. For educational purposes only, not intended to be tax advice. Please consult your tax advisor.
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Education
Your Personalized
Isuzu 401(k) Plan Participation
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Education
Your Personalized
Lavelle Law Participant Education
A discussion on the key aspects of Lavelle Law Plan Participant Education, focusing on how to maximize its benefits.
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Education
Your Personalized
Test Gauge and Backflow Supply 401(k) Plan Participant Education
Watch to learn more.
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Education
Your Personalized
Wet & Forget 401(k) Participation
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Education
Your Personalized
Plan Participant Education
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Education
Your Personalized
KSA Lighting & Controls 401(k) Plan Participant Education
Watch to learn more.
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Education
Your Personalized
Test Gauge and Backflow Supply 401(k) Plan Participant Education
Watch to learn more.
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Your Retirement Plan Solutions Team

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

Director | Institutional Advisory Services

 karie.oconnor@ccpwealth.com
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Kevin G. Carani
CRPS®

Director | Institutional Advisory Services

 kevin.carani@ccpwealth.com
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John Ellis
QKA®

Retirement Plan Consultant

 john.ellis@ccpwealth.com
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Carter R. King

Retirement Plan Services | Client Associate

 carter.king@ccpwealth.com
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Jeffrey P. DeHaan
CFP®

Managing Partner, Private Wealth Management

 kevin.carani@ccpwealth.com
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Gregory W. Davis
CFP®, CFTA

Senior Partner | Wealth Advisor

 greg.davis@ccpwealth.com
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Joshua M. Beachler
CFP®

Wealth Advisor

 josh.beachler@ccpwealth.com

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