Clearview Wealth Management

Clearview Wealth Management is a financial planner in Charlotte, North Carolina. The firm provides fee-only financial planning, investment management, and trust management services to a diverse clientele, including busy professionals, small business owners, pre- and post-retirees, and individuals aging alone. With over two decades of experience, the firm serves the local area with a commitment to acting as a fiduciary for every client.

The firm was founded in 2013 with a focus on providing exceptional care and ongoing guidance. Every financial advisor on the team is a CFP® Professional, and all advisors hold advanced degrees. Clearview Wealth Management offers specialized investment strategies, including traditional broad approaches and those focused on environmental, social, and governance (ESG) factors. Their planning process is dynamic and collaborative, involving coordination with a client's tax accountant, estate attorney, and insurance professionals to ensure all financial elements work cohesively. The firm is a member of the National Association of Personal Financial Advisors (NAPFA), and its fee-only structure is designed to eliminate conflicts of interest.

Clearview Wealth Management is recognized for its high standards of professional excellence, as evidenced by its 5.00 rating. The firm is known for building deep, long-lasting relationships, with 41% of their clients having been with them for over ten years and 39% of their client relationships spanning multiple generations or siblings.

The firm's dedication to fiduciary responsibility and personalized expertise makes it a trusted partner for long-term wealth management in Charlotte.

Services:

• Financial Planning
• Investment Management
• Trust Management