Speak with a Partner
Jeffrey P. DeHaan, CFP®
Managing Partner – Private Wealth Management
Managing Partner – Private Wealth Management
Our Institutional Advisory clients are visionary leaders who understand that sustainable success does not happen by chance. They value a partner who shares their dedication to achieving strategic objectives through collaborative relationships built on trust, transparency, and open communication.
For organizations, time is both scarce and invaluable. Advance mission-critical objectives by leveraging a powerful partner to unlock opportunities and enhance stakeholder outcomes.
Elevate your organization with our innovative solutions, overcoming both long-standing obstacles and current challenges.
“As a plan sponsor, you have a unique opportunity to shape the financial future of your employees. At Clearwater Capital, we partner with you to design retirement plans that are both strategic and impactful, leveraging world-class insights tailored to your organization’s goals. Your mission is our priority—by streamlining decision-making and elevating outcomes, we help you focus on leading your team and achieving your vision.”
Kevin G. Carani, CRPS®
Director, Retirement Plan Services
John E. Chapman
Chief Executive Officer
