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Clearwater Capital Partners and Clearwater Capital Foundation Honored at The Bridge Youth & Family Services 60th Anniversary Gala

Katie Berganske-Frank May 06, 2025

Clearwater Capital Partners and Clearwater Capital Foundation Honored at The Bridge Youth & Family Services 60th Anniversary Gala 

Philanthropy is more than generosity-it is the act of building hope, empowering futures, and strengthening the fabric of our communities. On April 26, 2025, Clearwater Capital Partners and its charitable arm, Clearwater Capital Foundation, were deeply honored to receive the Gregg Stockey Award at The Bridge Youth & Family Services’ “60 Rocks the House Gala & Concert.” The event, held at Rivers Casino in Des Plaines, marked a milestone 60 years of The Bridge’s unwavering service to youth and families, and celebrated the spirit of giving that sustains its mission. 

A Night of Celebration and Purpose 

The gala brought together supporters, partners, and community leaders for an evening of music, dining, and philanthropy, all in support of youth mental health initiatives. The highlight of the night was a private concert by Chicago’s own 7th Heaven, but the true heart of the evening was the generous giving and recognition of those who make The Bridge’s work possible. 

Clearwater Capital Partners and Clearwater Capital Foundation were jointly recognized with the Gregg Stockey Award, a distinction reserved for those who have made a lasting and meaningful impact on children, youth, and families in need. 

Accepting the award, Katie Berganske, Executive Director Elect of the Foundation, delivered a message that captured the essence of Clearwater’s philanthropic philosophy: 

“Receiving the Gregg Stockey Award is an incredibly meaningful honor for all of us at Clearwater Capital. Our partnership with The Bridge is rooted in a shared belief that true success is measured not just by what we achieve, but by the positive difference we make in the lives of others. At Clearwater, we strive every day to inspire confidence, create joy, and foster a spirit of abundance.” 

A Legacy of Purposeful Giving 

Clearwater Capital Foundation, established nearly two decades ago, is funded by a fixed percentage of Clearwater’s gross revenue-a commitment maintained through both prosperous and challenging years. This approach ensures that Clearwater’s giving is strategic, consistent, and impactful, reflecting a deep-rooted purpose to inspire and empower not just clients, but entire communities. 

The Bridge Youth & Family Services has been a central beneficiary of Clearwater’s philanthropy, thanks in large part to the leadership of Greg Davis, Partner and Senior Wealth Advisor, current Executive Director with the Clearwater Capital Foundation, and a board member at The Bridge for nearly 20 years. Greg’s dedication exemplifies Clearwater’s belief in hands-on partnership and long-term commitment to causes that matter. 

Greg reflected on the partnership and the significance of the gala: 

“Looking back on my years with The Bridge, I’m continually inspired by the dedication and compassion that define this organization. The gala was a powerful reminder of how much can be accomplished when a community comes together for a common purpose. The Bridge doesn’t just provide services-it changes the trajectory of young lives and helps families build stronger futures. Being part of this mission and seeing firsthand the impact we’re able to make together is both humbling and deeply rewarding. I’m grateful for the opportunity to support The Bridge and to work alongside so many who share a commitment to giving every child and family the tools they need to thrive.” 

Driving Change: The Charity Supercar Show 

One of Clearwater Capital Foundation’s signature initiatives is the annual Charity Supercar Show, now entering its fifth year. What began as a creative response to pandemic restrictions has grown into a cherished community event, drawing hundreds of supercars, muscle cars, and classics, and more than 1,200 spectators. The event is family-friendly and packed with opportunities to support local charities-including The Bridge. Last year’s show raised significant funds for The Bridge and other local organizations, and this year’s event on June 21 promises to be bigger than ever. Charity Supercar Show 

Looking Ahead 

Receiving the Gregg Stockey Award is both a milestone and a call to action for Clearwater Capital. The honor affirms their belief that abundance is meant to be shared, and that the greatest successes are those measured in lives changed for the better. 

As Clearwater continues its journey of purposeful giving, it remains steadfast in its commitment to The Bridge Youth & Family Services and to building a brighter, more abundant future for all. 

About The Bridge Youth & Family Services 

Celebrating 60 years of service, The Bridge provides essential mental health services, crisis intervention, and family support to children and families across the Northwest Suburbs, ensuring every young person has the opportunity to thrive. 

About Clearwater Capital Partners 

Clearwater Capital Partners is a privately held, independent Registered Investment Advisor (RIA). The firm provides Multi-Family Office and comprehensive wealth management services to successful individuals and families through their Private Wealth Management practice. The firm’s Institutional group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA-governed retirement plans. https://www.ccpwealth.com/ 

About Clearwater Capital Foundation  

The Clearwater Capital Foundation, the philanthropic arm of Clearwater Capital Partners, is dedicated to improving lives and inspiring generosity. Through strategic partnerships and a focus on financial empowerment, the foundation actively contributes to the well-being of individuals and communities. 

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Katie Berganske-Frank

disclosure

THIS COMMENTARY HAS BEEN PREPARED BY CLEARWATER CAPITAL PARTNERS. THE OPINIONS VOICED IN THIS MATERIAL ARE FOR GENERAL INFORMATION ONLY AND ARE NOT INTENDED TO PROVIDE OR BE CONSTRUED AS PROVIDING LEGAL, ACCOUNTING, OR SPECIFIC INVESTMENT ADVICE OR RECOMMENDATIONS FOR ANY INDIVIDUAL. ALL ECONOMIC DATA IS DERIVED FROM PUBLIC SOURCES BELIEVED TO BE RELIABLE. TO DETERMINE WHICH INVESTMENTS MAY BE APPROPRIATE FOR YOU, PLEASE CONSULT WITH US PRIOR TO INVESTING. INVESTING INVOLVES RISK WHICH MAY INCLUDE LOSS OF PRINCIPAL.

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