Personal Wealth Management

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.