Clearview Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Clearview Wealth Management provides discretionary investment management and ongoing financial planning exclusively to individual clients, including high‑net‑worth households. As of December 31, 2025 the firm reported roughly $182.4 million in assets under management across 144 client relationships, with accounts custodied at Charles Schwab, Fidelity and a federal trust company.
The firm builds diversified portfolios across cash, fixed income, domestic and international equities and integrates financial planning into investment decisions, using a client risk‑tolerance questionnaire and planning illustrations to validate asset allocations. It generally avoids market timing and frequent trading, offers ESG‑screened portfolios on request, and sometimes uses a separate‑account bond manager (Nuveen) for clients meeting a $250,000 threshold under a separate contractual arrangement.
Compared with many peers, Clearview periodically publishes newsletters and runs educational seminars for clients and other professionals—an uncommon practice among firms in its category. The firm also maintains a shareholder interest in a trust company that provides trust administration to clients, employs dual oversight of investment decisions, and discloses it does not accept soft‑dollar incentives or use performance‑based fee arrangements.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.0% Annually $1,000,000 - $1,500,000: 0.75% Annually $1,500,000+: 0.50% Annually
Minimum fee: $5,000 minimum annual fee for clients Fee-only: Fee-Only financial advisor; compensated solely by client fees with no commissions or other compensation
Main office
6836 Carnegie Blvd., Suite 200
Charlotte NC 28211
Advisors at this office
3
Most active in
North Carolina · South Carolina
Also doing business as
Clearview Wealth Management · Sherclar, Inc · Sherclar, Incorporated
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
William C
CFP®
Charlotte, NC
Clearview Wealth Management
William Clark is a CFP® with 22 years of industry experience. He has been with Clearview Wealth Management since 2013 and previously worked at McShane Partners for nine years. Clearview Wealth Management provides discretionary investment management and ongoing financial planning exclusively to individual clients, including high-net-worth households. The firm builds diversified portfolios across multiple asset classes, integrates financial planning into investment decisions, and offers ESG-screened portfolios upon request.
Cheryl S
CFP®
Charlotte, NC
Clearview Wealth Management
Cheryl Sherrard is a CFP® professional with 15 years of industry experience, currently serving at Clearview Wealth Management since 2013. She is based in Charlotte, NC, and is part of a four-advisor team. Clearview Wealth Management provides discretionary investment management and ongoing financial planning exclusively to individual clients, including high-net-worth households. The firm employs diversified portfolios and integrates financial planning into investment decisions while generally avoiding market timing and frequent trading.
Treven A
CFP®, Series 63
Charlotte, NC
Clearview Wealth Management
Treven Ayers is a CFP® with 25 years of industry experience and is currently a financial advisor at Clearview Wealth Management, where he has worked since 2013. The firm provides discretionary investment management and financial planning exclusively to individual clients, including high-net-worth households. Clearview Wealth Management manages approximately $182.4 million in assets across 144 client relationships and emphasizes diversified portfolios, integrated planning, and client education through newsletters and seminars.
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