Clearview Wealth Management

Nathan Fierston is a financial advisor at Clearview Wealth Management in Charlotte, NC, holding the CFP® and Series 66 designations with three years of industry experience. His prior experience includes three years at The Vanguard Group and roles at United Health Group and Fierston Financial Group. Clearview Wealth Management provides discretionary investment management and ongoing financial planning exclusively to individual clients, including high-net-worth households. The firm emphasizes diversified portfolios aligned with client risk tolerance, avoids frequent trading, and offers ESG-screened options and educational seminars.

William Clark is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Clearview Wealth Management since 2013. The firm provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. Clearview manages diversified portfolios incorporating cash, fixed income, and equities, emphasizing client risk tolerance without frequent trading, and offers ESG-screened portfolios upon request. The firm also publishes newsletters and hosts educational seminars, maintaining a shareholder interest in a trust company that provides trust administration services.

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 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.