Our Private Wealth clients take their wealth seriously. They prioritize enduring and collaborative relationships built on mutual trust. Our clients know that their family’s future relies on a specialized team adept at navigating the complexities of wealth in an ever-changing world.
Time is a limited resource and your greatest asset. Partner with
Clearwater Capital to make informed financial decisions so you have the freedom to do life on your own terms.
Unlock an integrated solution stack for today’s multifaceted challenges.
Successful wealth management is the product of clear thinking, hard work, and consistent follow-through. At Clearwater Capital we have developed a rigorous framework for decision-making that we call C3. This disciplined process guides successful individuals and families through the prioritization of long-term objectives, the evaluation of high impact tactics,
and the implementation.
Identify / Prioritize Objectives
Establish Assumptions
Collect / Organize Data
Model and Test Scenarios
Interpret Findings
Establish Path Forward
Establish Action Plan
Implement
Monitor / Maintain
“C3 knows when to stop, when to exercise caution, and when to proceed with confidence.”
“Success often comes with its own set of challenges. Embrace these complexities with Clearwater. Together, we’ll turn challenges into opportunities.”
Jeffrey P. DeHaan, CFP®
Managing Partner – Private Wealth Management