Clear View Wealth Advisors

Clear View Wealth Advisors provides discretionary portfolio management to individuals (including high‑net‑worth clients), corporations, trusts, and other entities, tailoring services through an initial fact‑finding interview and ongoing client contacts. Clients may impose written investment restrictions and the firm offers an option for a socially responsible investment portfolio.

The firm combines fundamental analysis and Modern Portfolio Theory, using both active and passive index strategies to construct longer‑term core holdings alongside positions intended to add value, and it factors tax consequences into capital management recommendations. Accounts are monitored and rebalanced periodically, custody is maintained through Charles Schwab Institutional, and advisory fees are billed via direct billing from client custodial accounts.

Noteworthy features disclosed in the brochure include the principal’s concurrent registration with a broker‑dealer (LPL Financial), which the firm identifies as creating potential conflicts of interest and providing that broker‑dealer access to certain client information; a referral arrangement with a local credit union; and the use of an unaffiliated third‑party service provider (FocusPoint Solutions) for research and back‑office services. The firm also notes it does not charge performance‑based fees, does not vote client proxies, and manages approximately $26.4 million in client assets.