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.
Find out about our organization, mission, our methods, and the results of our decades of advocacy.
Serving Clients in 28 states & internationally
Over $600 Million in Assets Under Management
Founded in 2006
Team of 16
Team Credentials include: CFP® , CIMA®, AWMA®, CPA, CES®, CRPS®, CFA