A complete list of active advisors currently associated with Clearwater Wealth Management

Warmer can help you find a great advisor at Clearwater Wealth Management or one who fits your needs even better.

Clearwater Wealth Management serves individuals, high‑net‑worth clients, trusts, small businesses and estates by providing discretionary asset management and complementary financial planning for asset‑management clients at no additional cost. The firm reports managing approximately $7.7 million in client assets and constructs individualized investment programs based on each client’s goals, time horizon and risk tolerance. Portfolios are managed on a discretionary basis using a mix of fundamental and technical analysis and Monte Carlo planning to evaluate retirement and probability scenarios; the investment program can include mutual funds, ETFs and the use of options. Clients receive periodic (at least quarterly) account reviews, may impose written investment restrictions, and the firm does not require a minimum account size. Noteworthy disclosures in the firm’s brochure include that the principal splits substantial time with an unrelated outside business (disclosed as occupying roughly half of his time), which may affect advisor availability and service expectations. The firm also does not vote client proxies and requires clients to custody assets at Schwab, practices that differ from many peers and bear consideration when evaluating custodial and proxy arrangements.

To learn more about the advisors currently working at Clearwater Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.