Achieving Clarity in a Complex World

 

Clearwater Capital Partners was founded on the simple principal of stewardship; the ethic that embodies the responsible development and careful management of our client’s resources.  We are an independent advisory firm serving a loyal clientele with objectivity, integrity, and experience.

 

About US

Find out about our organization, mission, our methods, and the results of our decades of advocacy.

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about our clients

Find out about the families, individuals, and organizations we work with.

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Learn what it means to Become a Client

At Clearwater Capital Partners (CCP), we believe that it all starts with a conversation. You will have the opportunity to ask questions, share your short and long-term goals and understand what makes CCP unique in the Wealth Management industry.


Clearwater Capital Partners Blog Network

The Clearwater Capital team authors content on a variety of topics through a network of blogs. Below you will find various team member’s individual blogs.

By John Chapman

By Jeff DeHaan

By James Chapman

By Melissa Dailey-Newman


Clearwater Capital Client Heat Map and other figures as of 04/01/2022

The Numbers

 

  • Serving Clients in 37 states & internationally

  • Over $1.2 Billion of Assets Under Management

  • Founded in 2006

  • Team of 25 Associates

  • Team Credentials include: CFP® , CIMA®, AWMA®, CPA, CES®, CRPS®