Speak with a Partner
Jeffrey P. DeHaan, CFP®
Managing Partner – Private Wealth Management
Managing Partner – Private Wealth Management
Thank you for visiting our page to learn more about Clearwater Capital Partners; we hope you enjoyed your track time with Windy City BMW!
Clearwater Capital Partners was founded on the simple principal of stewardship; the ethic that embodies the responsible development and careful management of our client’s resources.
We bring an uncommon degree of professional experience and practical insight. We take pride in the sophistication of our advice and place a premium on commitment, objectivity and transparency. Our independence allows us the freedom to develop world-class solutions – without interference or a proprietary product bias.
A diverse clientele, including business owners, physicians, executives, attorneys, affluent families, and retirees, all of whom are facing the challenges that come with success. Despite their varying financial interests and goals, they share a common need: the desire to harmonize the different aspects of their financial lives, allowing them to focus on what truly matters.
All of our clients rely on us to ask the tough questions and pursue meaningful solutions. They are committed to intelligent and coordinated financial decisions over long periods of time; and they place a premium on objectivity.
If these attributes sound familiar, we may be a good fit together.
Helping our clients manage wealth at the speed of life is our mission and our passion. Our job is to organize, coordinate, plan and execute your total wealth strategy so that every decision you make takes you closer to achieving your goals.
“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
John E. Chapman
Chief Executive Officer