Why Clearwater Capital Partners
Clearwater Capital Partners (CCP) is an independent Registered Investment Advisor registered with the Securities and Exchange Commission (SEC). The firm was founded in 2006, by John Chapman, as a locally owned, privately held professional services firm.
The firm provides comprehensive wealth management services to successful individuals and families through its Private Client Practice. The firm’s Institutional Advisory Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans..
Our services are designed to help simplify the increasing demands and complexities related to making sound financial decisions.
As an independent advisory firm, we embrace the fiduciary responsibilities we have for our clients and are at liberty to deliver solutions we believe best reflect their unique needs.
We believe that our firm’s only allegiance is to our client.
We do not represent the interests of any financial institution, brokerage firm or portfolio manager. We believe that the only valid wealth management strategy is one that accurately and objectively reflects the needs, preferences, and goals of the individual client.
Wealth management is a process; one that takes place over long spans of time, and one that is best served through dedicated expertise, meticulous evaluations, and disciplined judgment. Our process adheres to these precepts and seeks to create an intelligent framework for consistent and rational decision making.
Our process, named Clearwater C3, is a consistent system for prioritizing goals and setting forth a course of deliberate action with deep commitment. Our methods are focused each client’s most critical objectives and are designed to achieve congruity between values and actions.
Wealth management firms vary widely in their philosophies and in the services they offer. Clearwater Capital is dedicated to a well-organized process that places the client at the center of our business model. We are uniquely qualified in the disciplines of wealth management, and our clients have entrusted us with the care of their most cherished ambitions. In return, we endeavor to meet this privilege with diligence and accountability.
We place a premium on commitment, objectivity and transparency. We embrace the fiduciary duty we have for our clients, putting their objectives before all else. Our independence allows us the freedom to develop world-class solutions - without interference or a proprietary product bias.
We serve in accordance with our core beliefs, and always with the utmost discretion and confidentiality.
What can we do for your family in 2023?