• Clear Process. Clear Progress.

    We can help you answer important questions regarding your current and future financial state.
    LEARN MORE ABOUT OUR APPROACH

ClearWater Private Wealth

We work with a limited number of clients, and create an experience that is completely personalized to you. When you have a question or require financial advice, our team is just a phone call away.

Our Experts

Meet the Team

David Lush, CFP

President of ClearWater Private Wealth Inc.

Investment Advisor ClearWater Private Investments of Aligned Capital Partners

Darby Lush

Client and Marketing Coordinator of ClearWater Private Wealth Inc.

Deanne Cote, BScEXHP 

Managing Director, Group Benefits & Insurance Solutions of ClearWater Private Wealth Inc.

Stephen Wilkes, QAFP

Associate Advisor ClearWater Private Investments of Aligned Capital Partners

Kyle Stephan

Associate Advisor ClearWater Private Investments of Aligned Capital Partners

Still Have Questions?

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