Clear Rock Advisors | Wealth Management

Clear Rock Advisors

Managing Wealth for Generations.

We are clear in our mission of managing wealth for generations. Our personalized and complete wealth management solutions are derived from our expertise with customized strategies our own families have used to manage multi-generational wealth.

Wealth Management Solutions

Clear Rock is an independent registered investment adviser that specializes in delivering highly personalized financial planning and investment management solutions tailored to assessing and achieving specific individualized objectives of high-net-worth individuals.

Wealth Planning Process

Financial Planning

Investment Management

Wealth Planning Process

Our Wealth Planning Process begins with a confidential client consultation to gain an understanding of client specific financial planning and investment needs. We then develop a customized financial plan and diversified investment strategy designed to satisfy appropriate capital preservation, income, and investment performance objectives.

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Financial Planning

Our holistic goal-based financial plans are designed by experienced financial advisers that have earned the Certified Financial Planner (CFP®) designation to evaluate our clients’ complete financial situation and implement personalized, integrated strategies to achieve our clients’ objectives.

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Investment Management

Our investment philosophy is clear and straightforward. We believe that superior investment performance is derived from implementing customized portfolios constructed of diversified asset classes, including individual stocks, bonds, and enhanced with hard assets and alternative investments.

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Our Wealth Planning Process

Discover Client Needs

Develop Financial Plan and Diversified Investment Strategy

Monitoring, Reporting, and Communication

Clear Rock’s wealth planning process is derived from our commitment to deliver superior and objective financial advice. Our process begins with a confidential client consultation to gain an understanding of client-specific financial planning and investment needs. We then develop a customized financial plan and diversified investment strategy designed to satisfy appropriate capital preservation, income, and investment performance objectives. Though each client is unique, we follow the same disciplined process to accomplish financial planning goals and maximize investment performance.

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