Build wealth with intention.
ClearView Family Wealth helps high-earning families organize complexity, make smarter financial decisions, and move forward with greater confidence
Our Approach
Success creates opportunity, but it also creates complexity. As careers grow and financial lives become more sophisticated, many families reach a point where they want more than fragmented advice or reactive planning. They want clarity, organization, and a strategy that brings everything together.
At ClearView Family Wealth, we help high earning families simplify complex financial decisions and create a more intentional financial life. Our approach is personal, proactive, and centered around thoughtful coordination between investments, retirement planning, taxes, cash flow, insurance, and long term family goals.
We believe financial planning should help clients feel more organized, more confident in their decisions, and better prepared for the future they are building.
A clear, coordinated approach to financial planning.
We help high earning families bring structure, clarity, and intention to the financial decisions that matter most.
Build a Strong Financial Foundation
Every plan begins with the fundamentals. We help clients establish emergency reserves, evaluate cash flow, review life insurance, disability coverage, and property and casualty policies, and coordinate estate planning documents when needed.
Clarify Goals and Priorities
We work together to define what matters most, whether that means financial independence, retirement, buying a home, funding education, creating flexibility, or building long term family security.
Create a Coordinated Savings and Investment Strategy
We build personalized strategies around each client’s goals, timeline, and comfort with risk, including retirement planning, investment management, account structure, and ongoing guidance.
Identify Tax Planning Opportunities
We evaluate opportunities around retirement contributions, Roth strategies, tax efficient investing, equity compensation, charitable planning, and long term tax optimization.
Provide Ongoing Guidance and Accountability
As life changes, we help clients adapt their plan, evaluate decisions, and stay aligned with the future they are building.
Build a More Intentional Financial Life
Schedule a conversation to begin building a coordinated strategy around your goals, family, and future.
Schedule a ConversationSimple, transparent pricing for ongoing financial guidance.
We work with a limited number of families through a flat annual fee that combines comprehensive financial planning and wealth management into one ongoing relationship.
Comprehensive Planning
For high earning families who want to organize their financial life, make smarter decisions, and build a clear strategy for the future.
- Investment management
- Retirement planning
- Tax planning opportunities
- Insurance review
- Estate planning coordination
- Cash flow and savings strategy
- Employer benefits review
- Ongoing guidance and accountability
Advanced Planning
For families with significant assets, business ownership, equity compensation, or more advanced planning needs requiring deeper coordination.
- Everything included in Comprehensive Planning
- Advanced tax strategy
- Business owner planning
- Equity compensation planning
- Multi account coordination
- Charitable planning strategies
- CPA and estate attorney coordination
- More frequent planning conversations
Want to see if we are a good fit?
Schedule a conversation to learn more about how we work and whether our planning relationship is the right fit for your family.
Schedule a ConversationA fee structure designed around clarity, coordination, and alignment.
We believe financial planning works best when your advisor can see the full picture. That is why our flat fee relationship is designed to encourage coordination, simplify decision making, and align our advice with the complexity of your life rather than the day to day movement of the markets.
Better advice starts with the full picture.
When accounts, investments, insurance, taxes, estate planning, and cash flow are scattered across different places, it becomes harder to make thoughtful decisions. Consolidation helps us coordinate the moving parts and give advice that reflects your entire financial life.
Your fee should not rise just because markets did.
Traditional asset based pricing often increases when portfolios grow, even if the scope of advice has not changed. Our flat fee approach is intended to be more transparent and tied to the planning work, guidance, and complexity involved.
Complexity matters more than account size alone.
A family with business ownership, equity compensation, multiple accounts, tax planning needs, and estate considerations may require more planning than a larger but simpler household. Our fees are based on the work required to serve you well.
Built for families who want more than investment management.
Our goal is not simply to manage a portfolio. It is to help families make better financial decisions across their entire lives. That requires organization, visibility, and a coordinated planning process.
When we can see how the pieces fit together, we can better evaluate tradeoffs, identify opportunities, reduce unnecessary complexity, and help keep your financial life aligned with the future you are trying to build.
Simple pricing. Comprehensive guidance.
Our annual flat fee is based on the complexity of your financial life, the scope of advice needed, and the level of ongoing coordination required. As your needs become more complex, the fee may change. But the goal remains the same: clear, proactive guidance that helps your money serve your life.
Financial planning built around real life.
I have been working in financial planning for nearly a decade, primarily helping families navigate the transition into retirement. One thing I heard consistently from clients over the years was, “I wish we had met someone like you sooner.”
That always stayed with me. Many of the families I worked with had built successful careers and accumulated wealth, but often wished they had been more intentional earlier on. They wanted clearer direction, better organization, and someone helping them make thoughtful financial decisions while life was still moving quickly.
As someone who is married with two young daughters, Amelia and Camila, I understand firsthand the challenge of balancing career success, family responsibilities, and long term financial goals. Time becomes more valuable, responsibilities grow, and financial decisions become more interconnected.
I started ClearView Family Wealth because I wanted to build the kind of planning experience I believe many high earning families are looking for. One that helps simplify complexity and uses money as a tool to create more freedom, flexibility, security, and opportunity for the people who matter most.
As a dad, one of the best parts of my day is getting home from work and seeing how excited my girls are to see me. That feeling means more to me than any professional accomplishment ever could. Family is the most important thing in my life, and I wanted to build a firm that allows me to deliver meaningful value to clients while still being fully present for the people waiting for me at home.