Clearview Wealth Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Clearview Wealth Solutions provides discretionary investment management and related financial services to individuals (including high‑net‑worth clients), trusts, corporations, partnerships and other entities; the brochure reports approximately $41.7 million in discretionary assets under management across about 30 client relationships. The firm implements five core strategies—Core Equity, Dividend Growth, Concentrated 20+ Growth, Core Fixed Income, and Core Balanced—delivered through separately managed, customized portfolios.
The firm’s investment process combines top‑down economic analysis with bottom‑up security selection and quantitative optimization, and it draws on third‑party research and software tools described in the brochure. Portfolios are tailored to client objectives and tax circumstances—explicitly noting tax‑loss harvesting and customization around highly appreciated “legacy” holdings—and its fixed‑income approach focuses on short‑ and intermediate‑term investment‑grade bonds (minimum A rating, maximum 15‑year maturities).
Noteworthy for a firm of this size, the brochure indicates Clearview distributes periodicals or client newsletters, a communication practice that is uncommon among peers. The firm also discloses it does not participate in wrap fee programs or charge performance‑based fees, and it relies on custodial relationships (e.g., institutional trading, research and reporting services) to support its small, highly customized client base.
Client services
Expertise
Fee options
$0 - $3,000,000: 1.00% annually (equities) $3,000,001 - $6,000,000: 0.75% annually (equities) $6,000,001 - $9,000,000: 0.50% annually (equities) $9,000,001+: 0.40% annually (equities) $0 - $3,000,000: 0.50% annually (bonds) $3,000,001 - $6,000,000: 0.40% annually (bonds) $6,000,001+: 0.25% annually (bonds)
Minimum fee: $3,000 minimum annual fee for equity portfolios, $2,500 minimum annual fee for bond portfolios Fee-only: Fee based on tiered asset percentages with minimum fees; no commissions.
Main office
2 Ascot Lane
Barrington IL 60010
Advisors at this office
2
Most active in
Illinois
Also doing business as
Baf Gjs, LLC · Clearview Wealth Solutions, LLC
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.
Forms ADV
Advisors at this firm
Gery S
Series 63, Series 65
Barrington, IL
Clearview Wealth Solutions, LLC
Gery Sadzewicz is a financial advisor with Clearview Wealth Solutions, LLC, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His career includes tenures at Ernst & Young Investment Advisers LLP and numerous other firms. He is also the sole owner of Gery Sadzewicz Consulting LLC, which provides outsourced compliance and financial operations consulting services for investment advisers and broker-dealers. Clearview Wealth Solutions offers discretionary investment management and financial services to individuals, trusts, corporations, and partnerships. The firm manages approximately $41.7 million in assets using a combination of top-down economic analysis and bottom-up security selection, tailoring portfolios to client objectives with a focus on tax efficiency and fixed-income strategies.
Richard F
CFA®
Barrington, IL
Clearview Wealth Solutions, LLC
Richard Furmanski is a CFA® charterholder with 24 years of industry experience. He has been the sole advisor at Clearview Wealth Solutions, LLC since 2014 in Barrington, IL. Clearview Wealth Solutions provides discretionary investment management and related financial services to individuals, trusts, corporations, partnerships, and other entities. The firm manages approximately $41.7 million in discretionary assets across about 30 client relationships, using five core investment strategies implemented through customized portfolios that incorporate top-down economic analysis, bottom-up security selection, and quantitative optimization.
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