• WEALTH & RISK MANAGEMENT ADVISER OF THE YEAR

    Finance Monthly Magazine
    GLOBAL AWARDS 2020
    DAVID LUSH, CFP
    President of ClearWater Private Wealth
    LEARN MORE ABOUT CLEARWATER
  • Grow Your Wealth with The Clear Formula

    We offer a complete financial planning approach inclusive of portfolio management, addressing insurance needs, and tax planning.
    Learn More About Our Approach
  • Comprehensive Financial Clarity

    ClearWater aims to assist our clients with their complex and everchanging financial needs.
    SPEAK WITH A FINANCIAL ADVISOR

Comprehensive Financial Planning

Entrepreneurs & Small Business Owners

Risk Management

Retirement Planning

ClearWater will assist you in finding the clear formula.

With an emphasis on planning, ClearWater takes the time to understand your complete financial picture before introducing you to the ‘Clear Formula’. The Clear Formula analyzes your current situation, establishes your financial plan, and provides you with a clear direction to your financial goals.

Our complete financial planning approach is inclusive of portfolio analysis, tax planning, and risk management strategies through insurance.

Why ClearWater

We are committed to helping you take control of your financial situation.

Envision your dream lifestyle, and we will assist you in building a financial plan to help you achieve your goals.

Our Latest News

Quarterly Newsletter: Take financial stock to make change happen

Savings and investments may be the last thing on your mind as you enjoy our all-too-short summer. We can’t blame you! We hope you and your loved ones are safe and secure and can truly enjoy the warm days ahead.

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Charting the Pain – August 21, 2021

Last week, we had bullish breakouts around...

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Market Overview

Still Have Questions?

Contact one of our advisors and set up a meeting today to find clarity to all your questions.

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