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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Clearwater Capital Client Heat Map and other figures as of 5-31-17

Clearwater Capital Client Heat Map and other figures as of 5-31-17

The Numbers

 

  • Serving Clients in 27 states & internationally
  • Over $500 Million in Assets Under Management
  • Founded in 2006
  • Team of 12 
  • Team Credentials include: CFP® , CIMA®, AWMA®, CPA, CES®, CRPS®