02/09/2022
Greg Davis appointed as co-President of Northwest Suburban Estates Planning Council
Hoffman Estates, IL - Clearwater Capital Partners is pleased to announce that Greg Davis, Partner, Senior Wealth Advisor, has assumed the role of co-President of the Northwest Suburban Estate Planning Council (NWSEPC).
Tens of trillions of dollars are expected to pass from one generation to another during the next half century. Estate planning strategies and structure along with proper execution and stewardship will be critical aspects of one’s legacy. Clearwater Capital Partners works with client’s estate planning attorneys and CPAs in order to ensure proper legal codification of one’s wishes.
“Having a professional member organization in our community that focuses on the complicated estate and legacy planning issues that affect individuals and businesses has never been more relevant than right now,” Greg noted. “I am proud to continue serving in a leadership role at the NWSEPC as I have had the privilege to do for over the past decade.”
John Chapman, CEO of Clearwater Capital Partners said, “Continuing to develop the skills and knowledge base necessary to effectively advise clients in our ever-evolving financial world is a priority for the Clearwater Capital Partners team. Greg’s leadership role and involvement within the NWSEPC, his designations as a CFP® Professional and Certified Trust Financial Advisor (CTFA), and his vast experience in our industry, place him in a unique position to manage the holistic planning needs of the clients he serves.”
About the Northwest Suburban Estate Planning Council (NWSEPC)
The NWSEPC is an organization of Attorneys, CPAs, Trust Officers, CLU®s, ChFC®s, CFP®s, and other financial professionals practicing estate planning. Among the organization’s goals is to assist members in their professional growth and development, provide a forum for members to interact professionally and socially to exchange ideas and experiences, and enhance the quality of performance of members by encouraging them to maintain the highest possible professional and ethical standards.
About Clearwater Capital Partners
Clearwater Capital Partners is an independent Registered Investment Advisor registered with the Securities and Exchange Commission (SEC). The firm was founded in 2006 by John Chapman, as a locally owned, privately held independent advisor. The firm provides comprehensive wealth management services to successful individuals and families through its Private Client Practice. The firm’s Institutional Advisory Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans.