Family Office

Drive your legacy forward with tailored wealth services,
expert guidance, and exclusive opportunities curated for ultra-high
net worth families.

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John W. Sleeting

Managing Partner – Family Office Services

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Institutional Advisory Services

Foster successful outcomes for your business, employees,
foundation or endowment with the expertise of our team, under a
true fiduciary standard.

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Kevin G. Carani, CRPS®

Director, Retirement Plan Services

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Private Wealth

Tailor your strategies for financial success through a comprehensive
suite of personalized services designed for successful individuals
and families.

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Jeffrey P. DeHaan, CFP®

Managing Partner – Private Wealth Management

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How It All Started: Building a Firm Beyond Wall Street’s Vision
Listen to the Whole Podcast

Outlook 2026: “High Gear, Low Visibility. Riding Between Confidence and Caution.”

February 25, 2026

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

Click below to read the entire report.

View the Report here.

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