John E. Chapman Chief Executive Officer
Hoffman Estates, IL — 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.
Over the past twenty years, Clearwater has grown with intention, expanding its capabilities while remaining anchored in its founding purpose: to provide clarity amid complexity and confidence in moments that matter most. Today, the firm delivers integrated Family Office, Private Wealth, and Institutional Advisory services, combining disciplined investment management, thoughtful planning, and a deeply personalized approach.
“Twenty years represents more than longevity,” said John Chapman, CEO of Clearwater Capital Partners. “It represents trust earned through market cycles, generational transitions, and pivotal life events. Our clients have invited us into some of their most important decisions. That responsibility has shaped who we are as a firm and how we continue to evolve.”
Clearwater’s growth has been measured not only in scale but in depth. The firm has continually invested in technology, talent, and strategic partnerships to better serve families navigating generational transitions, entrepreneurs stewarding liquidity events, and institutions managing complex fiduciary responsibilities. Its evolution reflects the broader shifts within wealth management, where advice increasingly demands coordination across disciplines and a comprehensive view of clients’ financial lives.
“As we’ve grown, we’ve remained focused on the experience behind the advice,” said Katie Berganske, Chief Revenue Officer. “Clients do not simply seek performance. They seek perspective, alignment, and a partner who understands both the numbers and the nuance. Our role is to bring clarity to complexity and to walk alongside families as their lives and aspirations unfold.”
As Clearwater Capital Partners enters its third decade, the firm remains guided by continuity, long-term thinking, and a culture grounded in stewardship. In 2026, it will commemorate the anniversary through a series of thoughtful communications, engagements, and community-focused events honoring the clients, colleagues, and strategic partners who have shaped its journey.
Twenty years on, this milestone stands as a testament to trusted stewardship, disciplined growth, and an enduring belief that thoughtful guidance can shape meaningful legacies for generations to come.
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