Drive your legacy forward with tailored wealth services, expert guidance, and exclusive opportunities curated for ultra-high net worth families.
Managing Partner – Family Office Services
Foster successful outcomes for your business, employees, foundation or endowment with the expertise of our team, under a true fiduciary standard.
Director, Retirement Plan Services
Tailor your strategies for financial success through a comprehensive suite of personalized services designed for successful individuals and families.
Managing Partner – Private Wealth Management
Chief Executive Officer
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For Families with Net Assets in excess of $25 Million:
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If you value intentional strategy to protect, sustain, and grow generational wealth . . .
If you appreciate the freedom of open architecture and the power of independent advice to align solutions with your unique goals . . .
If you recognize that enduring success requires a trusted partner to navigate complexity in an ever-changing world . . .
If you understand that time is your most limited and valuable asset, and you seek the freedom to focus on what matters most . . .
. . . We should talk.
Hoffman Estates, Illinois — The roar of engines and the spirit of generosity filled the air as Clearwater Capital Foundation celebrated its 5th Annual Charity Supercar Show on Saturday, June 21. This year’s event marked a milestone of community, passion, and purpose, drawing over 1,200 guests and showcasing more than 265 of the world’s most sought-after luxury and exotic vehicles.
Hoffman Estates, IL – Clearwater Capital Partners is pleased to announce that Braden Maher, currently serving as an Operations Specialist, has successfully passed the Series 65 Uniform Investment Adviser Law Examination. This milestone qualifies Braden to act as a future investment adviser representative and marks a meaningful step in his professional journey, enhancing his ability to contribute to the firm’s standard of client service excellence.
Hoffman Estates, IL – Clearwater Capital Partners (CCP) has once again been recognized among the Best Places to Work in Illinois, earning this distinction for the fourth consecutive year. The annual awards program, now in its 20th year and promoted by The Daily Herald Suburban Business, celebrates organizations that excel at creating outstanding workplace environments and making significant contributions to Illinois’ economy and business community.
Hoffman Estates, Illinois – Clearwater Capital Partners is proud to announce that Valerie N. Hogan, JD, CFP®, Family Office Wealth Advisor, has earned the prestigious Certified Exit Planning Advisor® (CEPA®) credential. Valerie completed the Exit Planning Institute’s rigorous, executive-level program—an intensive, five-day course modeled after an MBA curriculum.
Hoffman Estates, IL – Clearwater Capital Partners is pleased to share that John Sleeting, Managing Partner of our Family Office Services, recently served as a panelist at The Family Wealth Alliance’s 2025 Executive Summit, The Balancing Act. This exclusive, members-only C-suite leadership retreat recently took place at the Rancho Bernardo Inn in San Diego, CA.
Hoffman Estates, IL – Clearwater Capital Partners is proud to announce that Carter King has earned the Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors (NAPA). This prestigious credential reflects Carter’s expertise in fiduciary oversight, retirement plan management, and commitment to helping plan sponsors navigate their responsibilities with confidence.
John E. Chapman
Chief Executive Officer