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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.



