Clearstead of Cleveland

Clearstead is a financial planner in Cleveland, OH, located at E, 1100 Superior Ave #700. The firm serves wealthy families and leading institutions with private wealth management, institutional investment consulting, and advisory solutions. Services include personalized strategies that integrate tax planning and preparation, financial planning, trust administration, and investment management. The firm also partners with institutions to craft disciplined investment strategies and robust governance frameworks, and collaborates with financial intermediaries to deliver tailored investment strategies and advisory support. Clearstead distinguishes itself through in-house tax, planning, trust, family office, and investment teams. Its tax platform includes services such as tax preparation and projections, quarterly estimates and payment coordination, withholding analysis, tax-saving strategies, revenue rulings, and tax loss harvesting. The firm offers extensive financial planning services covering estate planning, wealth transfer, cash flow planning, and family education. Trust services are provided through Clearstead Trust and Clearstead Avalon Trust, which are state-chartered nondepository trust companies serving as corporate trustees. Clearstead also manages financial administration, bookkeeping, and family governance, and helps families establish single-family trust companies. It develops yearly series of private equity, credit, and hedge funds. Clearstead has nearly 40 years of experience partnering with institutions as an investment consultant, Outsourced Chief Investment Officer, or retirement plan consultant. An in-house research team conducts due diligence on investment managers and sources high-quality opportunities for private wealth and institutional clients. The firm also offers a complimentary ClearSight Analysis to review client documents and provide recommendations. Clearstead holds a 5.00 rating based on customer reviews. The firm climbed to No. 36 on Barron's 2026 Top RIA Firms List and was recognized among Financial Advisor Magazine’s Top 50 Fastest Growing RIA Firms for 2026. Clearstead combines nearly 40 years of institutional consulting experience with in-house tax and trust capabilities to provide comprehensive wealth management for clients in Cleveland.

The firm is situated on East Superior Avenue near Superior Hill Park and Settlers Landing.

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Services:

• Advisory Solutions
• Fiduciary Consulting
• Financial Planning
• Institutional Investment Consulting
• Private Wealth Management