A complete list of active advisors currently associated with Clearwave Capital

Warmer can help you find a great advisor at Clearwave Capital or one who fits your needs even better.

Clearwave Capital serves a mix of individual and high‑net‑worth clients as well as trusts, retirement plans, and business entities. The firm provides comprehensive portfolio management, asset management, financial planning and consulting, and retirement plan consulting, and it also facilitates relationships with third‑party money managers and sub‑advisors. Portfolios are tailored to client objectives and may include individual stocks, bonds, ETFs, options, mutual funds and private or alternative investments; the firm describes using fundamental, technical, quantitative, sector and qualitative analysis and conducts ongoing monitoring and rebalancing. Clearwave may manage accounts on both a discretionary and non‑discretionary basis, performs due diligence on third‑party managers, and uses American Funds F‑2 share classes for certain advisory arrangements. Noteworthy aspects disclosed in the brochure include that representatives are licensed insurance agents/brokers who receive customary commissions for insurance sales (a potential conflict the firm discloses), while the firm states it does not sell securities for commission in advisory accounts. The firm also provides services for retirement plans and other pooled vehicles, maintains a relatively large asset base with a small adviser team, and discloses receiving transition assistance from a major custodian.

To learn more about the advisors currently working at Clearwave Capital, 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.