1860 Charter Lane, Suite 203
As an independent firm, we are free to select investments that are best suited to each individual and set of circumstances, without limitations. Our instant access to the expertise and deep resources of Commonwealth Financial Network gives you the benefit of the best minds in the industry and the latest technology, delivered with the personal attention of a small-town firm. We operate as a consultancy, not a sales team; you can be assured that your best interest is always the single most important factor.
Your goals and priorities are our priority, and each solution is uniquely tailored to your requirements. Clear Wealth Partners is pleased to help you align your portfolio with your values, offering solutions that include Socially Responsible Investing and reviewing for Environmental Social and Governance characteristics (ESG). Regardless of your investment choices, our disciplined process provides consistent time-tested results.
Our name reflects our commitment to bringing clarity. Life is messy—that’s normal—and many of the financial decisions you face are complex and stir up deep emotions. We help you balance feelings and emotions with structured tools and a process to help support your decision making. Education empowers informed and effective decisions. For that reason, we make sure that all your questions are answered—so that you walk away with a full understanding of the plans and ideas suggested. As the need arises through estate planning or other issues, we work seamlessly with your attorney or CPA to help implement their recommendations.
Our clients share many of the following characteristics:
o Entrust our firm with $500,000+ investable assets. Minimum annual advisory fee of $5,000 per household.
o Utilize our firm as their primary investment advisory and planning relationship. Clients consolidate all appropriate investment accounts with us.
o Referred by a family member or friend who is already working with our firm. It's always an honor to be introduced to our client's closest relationships.
o A client of our professional partners. We work closely with your attorney, CPA & other professionals.
o Participant of an employer retirement plan we advise. For plan participants seeking a higher, more personalized level of service.
o Hardworking and excited about building their family's wealth. Interested in investing a significant portion of their income.
o Enjoyable to work with! We love working hard to serve our clients.
Investments are subject to risk, including the loss of principal. Environmental, social, and governance (ESG) criteria is based on a set of non-financial principles in addition to financial principles used to evaluate potential investments. The incorporation of non-financial principles (i.e. social, environmental, political) can factor heavily into the security selection process. The investment’s social or environmental focus may limit the investment options available to the investor. Past performance is no guarantee of future results