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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The Clearwater
Capital Client


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.

Services


Unlock an integrated solution stack for today’s multifaceted challenges.

Clearwater Capital C3


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.

Clarity

01

Discovery Phase

Identify / Prioritize Objectives

Establish Assumptions

Collect / Organize Data

Conviction

02

Analysis Phase

Model and Test Scenarios

Interpret Findings

Establish Path Forward

Commitment

03

Execution Phase

Establish Action Plan

Implement

Monitor / Maintain

“C3 knows when to stop, when to exercise caution, and when to proceed with confidence.”

John E. Chapman, CEO

explore your potential for prosperity
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“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