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Jeff DeHaan, CFP®, Earns Distinguished Recognition as a 2026 Top Advisor by InvestmentNews

Clearwater Capital Partners proudly celebrates its 20th Anniversary in 2026, marking two decades of steady growth, trusted counsel, and enduring client relationships. What began in 2006 as a boutique advisory practice has evolved into a multi-disciplinary wealth management and family office advisory firm serving clients across the Greater Chicago area, nationwide and internationally.

Clearwater Capital Partners is pleased to announce that Jeffrey DeHaan, CFP®, Managing Partner of Private Wealth Management and Senior Wealth Advisor, has been selected to serve on the InvestmentNews National Advisory Committee.

We are pleased to share with you the Clearwater Capital Partners Outlook 2026 report entitled: “High Gear, Low Visibility. Riding Between Confidence and Caution.”

Hoffman Estates, IL — Clearwater Capital Partners is pleased to announce that Hayley Holmes, Communications and Marketing Specialist at Clearwater Capital Partners, has earned her AI GEO certification in Generative Engine Optimization.

Hoffman Estates, IL — Clearwater Capital Partners announced the appointment of Katie Berganske as Executive Director of the Clearwater Capital Foundation, the firm’s philanthropic arm committed to driving meaningful, lasting change in the communities it serves.