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John W. Sleeting

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Jeffrey P. DeHaan, CFP®

Managing Partner – Private Wealth Management

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Jeffrey P. DeHaan, CFP®, CDFA®, AIF®, AWMA®

Managing Partner, Private Wealth Management

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“True confidence in wealth management doesn’t stem from flashy promises or sales tactics. It is built through dedicated, unbiased, and independent advice that cannot be bought or sold. Our role is to provide a clear path to financial clarity and decision-making that empowers families to achieve their unique visions.”

Jeffrey P. DeHaan, CFP®, CDFA®, AIF®, AWMA®

Focus Clients

High Net Worth & Ultra High Net Worth: Business Owners, Executives, Retirees

Specializing In

Liquidity Events & Business Exit Planning
Retirement & Goals Based Planning
Intergenerational Wealth Management Strategy
Estate, Investment and Philanthropic Goal Alignment
Divorce Planning
Widow/Widower Financial Planning

Professional Biography

Jeffrey DeHaan, CFP®, is the Managing Partner of Private Wealth Management at Clearwater, where he leads the team and oversees the firm’s comprehensive service offerings. As a voting member of the firm’s Investment Policy Committee, Jeff’s insights and perspectives help shape Clearwater’s investment strategies. As Clearwater’s longest-tenured employee, Jeff works closely with a select group of accomplished business owners, professionals, and their families to help them realize their unique financial goals. He emphasizes the interconnectedness of portfolio management, retirement planning, gift and estate planning, and risk management, providing clients with a clear path to their objectives and a robust decision-making framework. Jeff also serves on the firm’s Board of Directors and Operating Committee, and holds the role of Chief Compliance Officer. In 2021, Jeff was honored as an InvestmentNews 40 Under 40 Honoree, recognizing his leadership and achievements in wealth management. In 2022, he received the Family Wealth Alliance’s Young Professionals Award for his success and industry contributions. In 2025 and 2026, he was named a Top Advisor by InvestmentNews.

Academic Studies

University of Illinois Urbana-Champaign, Bachelor of Science (B.S.) Finance
University of Illinois Urbana-Champaign, Bachelor of Science (B.S.) Business
Institute for Divorce Financial Analysis, Certified Divorce Financial Analyst (CDFA)
Northwestern University, CERTIFIED FINANCIAL PLANNER™ (CFP®)
Center for Fiduciary Studies: Accredited Investment Fiduciary (AIF®)
College for Financial Planning, Accredited Wealth Management Advisor (AWMA®)

Recognitions

InvestmentNews, Top Advisor (2025)
InvestmentNews, Hot List (2024)
Family Wealth Alliance, Young Professional Award Recipient (2022)
InvestmentNews, 40 under 40 List (2021)
McHenry County Business Journal, Best Under 40 (2013)

Accolades

“My husband and I have been with Clearwater Capital and Jeff DeHaan for over a decade. We greatly appreciate Jeff and his team’s management of our financial income. Jeff is not only extremely knowledgeable but also kind, caring, and enjoyable to work with. Choosing to work with Jeff and his team was the best decision we made for our financial future.”

Rebecca H. is a client of Clearwater Capital Partners. No compensation was provided to Rebecca H. in exchange for her comments. Beyond their advisory relationship, Rebecca H. has no other material conflict of interest relating to their relationship with Clearwater Capital Partners.

- Rebecca H.

Affiliations & Service

The Community Foundation for McHenry County – Member Board of Directors, Board Chair
Leadership Greater McHenry County (LGMC) – Curriculum Committee Co-Chair
Leadership Greater McHenry County (LGMC) – Member Board of Directors
Family Wealth Alliance Young Professionals – Member
United Way of Greater McHenry County – Former Board Member
United Way of Greater McHenry County – Former President of the Board of Directors
City of Crystal Lake Economic Development Commission – Former Member
Crime Stoppers for McHenry County – Former Treasurer of the Board
Edgar Fellows Program – Fellow

Media

Explore the industry spotlight features with Jeffrey P. DeHaan, CFP®, CDFA®, AIF®, AWMA®.

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The Great Wealth Transfer: What Advisors Are Missing and How to Get It Right

As trillions quietly shift from aging clients to their heirs, many advisors are looking the wrong way. This piece reveals the hidden risks in your own book and how to turn the Great Wealth Transfer into multi‑generational growth.
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Something Doesn’t Sound Right: Advisors Grapple With AI ‘Vishing’ Scams

AI-driven scams are getting more sophisticated, and advisors are paying attention. The Daily Upside spoke with Jeff DeHaan about how financial advisors are responding to the rise of AI vishing scams and what it means for protecting clients.

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Protecting Client Assets in the Age of AI

AI isn’t just helping advisors work smarter—it’s also arming fraudsters with frighteningly convincing tools. Jeffrey DeHaan reveals how advisors can stay one step ahead to protect client wealth, identity, and trust in a rapidly changing digital landscape.
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Mastering Compliance: Strategies for Advisors

Jeffrey DeHaan from Clearwater Capital Partners, James Sahagian from Stewart Partners Global Advisory, and Jerit Tripp from Gilbert & Cook Private Wealth Management discuss how to navigate regulatory change and fast-moving technology.

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How a Roth conversion can protect your heirs and your spouse

Jeff DeHaan explains how strategic Roth conversions can safeguard your heirs and spouse from future tax burdens. Drawing on real-life examples and recent tax law changes, DeHaan explores how proactive planning can turn short-term tax costs into long-term family savings, ensuring more of your legacy stays with your loved ones.
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Protecting Aging Clients: A Personal Reflection on Diminished Capacity and Financial Exploitation

When aging clients begin missing details or making unusual requests, what should an advisor do? Jeffrey DeHaan shares real-world lessons and a step-by-step approach to safeguarding vulnerable investors without leaving advisors to navigate the risks alone.
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Cyber Security Update

With that and to continue with the conversation of the firm update, but specific to to the evolving risk landscape is my please to welcome Jeff DeHaan.

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Clear Conversations – Entrepreneurial Legacies

Jeff & Kevin on Strategic Entrepreneurial Discussing the experiences and legacy-building endeavors of entrepreneurial families, John, Jeff, and Kevin share insights in effective wealth management and ensuring a meaningful legacy. From intentional legacy building to tax-efficient wealth transfer techniques, this conversation helps you begin the process of planning for what you want the future to look like.

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