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Clearwater Capital Partners named one of the Best Places to Work in Illinois 2022 by the Daily Herald

Your Future Awaits

We are always looking for great talent! Send your resume to careers@ccpwealth.com

Why Clearwater Capital?

“It was important for me to join a sophisticated boutique firm that aligns the company values with those of my clients. Women are too often underrepresented in wealth management and it’s a privilege to provide a voice and be a role model to those we serve.”

Melissa Dailey-Newman

“A team oriented approach filled with people of high character and high competency attracted me to Clearwater.”

Tyler J. Beachler, CFA

“It’s important for me to work for a firm that believes in a strong culture of giving.  Philanthropy is encouraged here through the Clearwater Capital Foundation.  Through grants we improve the quality of life for people in the communities we serve. Financial empowerment is for everyone.”

Ricki A. Turner

Benefits of Clearwater Capital

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Camp Clearwater 2021

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Thank you to the Northwest Suburban Estate Planning Council for hosting our Manager of Advanced Planning, Kevin Nolte, as a guest speaker yesterday morning! Kevin spoke on Trust Strategies in an Elevated Rate Environment, providing invaluable insigh
We are just 23 days away from the 2023 CCF Supercar Show! Here are some of our favorite pictures from last year’s show. Comment what you plan on bringing below! Registration link in bio
Clearwater Capital is proud to congratulate Greg Davis, one of our Partners and Senior Financial Advisors, on being named the winner of the prestigious Gregg Stockey Legacy Award for 2023 by The Bridge Youth and Family Services. Learn more by visitin
We are proud to announce that Clearwater Capital Partners has recently been named as one of the Top 100 ETF Power Users by RIA Channel. At the timing of this ranking, Clearwater Capital held roughly $725 Million in ETF assets, representing just unde
Registration is live! Please click the link in our bio to register your car(s), RSVP to our Facebook event, or to learn more about the event. Ccpwealth.com/2023CarShow
At the time of this writing, the Dow Jones Industrial Average has fallen by nearly 700 points, largely driven by concerns over inflation and rising interest rates. Click here to learn key questions to be considering or to schedule time with a Partner
New blog post from wealth advisor, James Chapman, on how ROTH IRA’s can be used by high net worth individuals as an additional wealth accumulation tool. Full post in bio.
Another amazing @FellowshipHousing experience at their annual gala this weekend. The Clearwater Capital team was proud to be a part of an evening surrounded by a community of givers serving this important and impactful organization. Fellowship Housin