03/13/2024

Clearwater Capital Partners Congratulates Greg Davis on Co-President Appointment at NWSEPC

HOFFMAN ESTATES – Clearwater Capital Partners congratulates Greg Davis on his appointment as Co-President of the Northwest Suburban Estate Planning Council, recognizing his 30 years of experience as a seasoned CERTIFIED FINANCIAL PLANNER™ professional and CFTA. His expertise in comprehensive financial advisory services for high net-worth individuals, families, closely held businesses, trusts, and foundations positions him as an established professional in navigating the complexities of wealth management and legacy planning.

Amidst an extraordinary wealth transfer landscape, estate planning has become paramount. Clearwater Capital Partners emphasizes the pivotal role of meticulous planning, stressing the crucial coordination with clients' estate planning attorneys and CPAs. "Participation in a professional organization focused on estate and legacy planning is more critical than ever," stated Greg. "It is a privilege to continue serving in a leadership role at NWSEPC for over a decade."

John Chapman, CEO of Clearwater Capital Partners, highlighted the significance of staying abreast of the ever-evolving financial world. He emphasized Greg's dedication to exceptional service and pursuit of wisdom, ensuring his ability to serve clients with utmost diligence and insight.

In addition to his professional accomplishments, Greg Davis actively engages in community service as the new Executive Director of the Clearwater Capital Foundation and Board Development Director for the Bridge Youth and Family Services in Palatine, Illinois. His continued leadership role at NWSEPC for over a decade reflects his dedication to the field of estate and legacy planning.

Click here to read the full biography for Greg Davis.

About Clearwater Capital Partners

Clearwater Capital Partners is a privately held, independent Registered Investment Advisor (RIA).  The firm provides Multi Family Office and comprehensive wealth management services to successful individuals and families through their Private Client Practice.  The firm’s Corporate Solutions Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans. https://www.ccpwealth.com/

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.