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John W. Sleeting

Managing Partner – Family Office Services

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Kevin G. Carani, CRPS®

Director, Retirement Plan Services

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Jeffrey P. DeHaan, CFP®

Managing Partner – Private Wealth Management

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Jacob M. Clark, AWMA®

Wealth Advisor

Focus Clients

Ultra High Net Worth Individuals & Families
Medical Professionals
1st Generation Entrepreneurial Wealth Creators

Specializing In

Estate, Investment, Tax, and Philanthropic Goal Integration
Intergenerational Wealth Management

Professional Biography

Jacob M. Clark is a Wealth Advisor at Clearwater Capital Partners, where he plays an integral role in delivering tailored, multigenerational wealth strategies to ultra-high-net-worth families. Working closely with the firm’s Managing Partner of Family Office Services, Jacob is deeply involved in cultivating and supporting complex client relationships, helping families navigate the intersection of investment management, legacy planning, and long-term stewardship.

As part of the Family Office team, Jacob brings a thoughtful and relationship-driven approach to advising, with a focus on understanding each family’s unique values, goals, and dynamics. His work spans coordination across advisors, strategic planning, and ensuring a high level of personalized service that reflects the evolving needs of modern wealth.

Jacob earned his degree in Business Administration and Management from Illinois State University in the spring of 2020. Early in his career, he has demonstrated a strong commitment to professional growth, client service excellence, and building trusted partnerships that can thrive across generations.

Academic Studies

Illinois State University, Bachelor of Science (B.S.) in Business Administration & Management
College of Financial Planning, Accredited Wealth Management Advisor (AWMA®)

Affiliations & Service

Phi Kappa Psi Fraternity, Member
Family Wealth Alliance Young Professionals, Member

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