Clear Rock Advisors
Managing Wealth for Generations.
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We are clear in our mission of managing wealth for generations. Our personalized and complete wealth management services are derived from customized strategies our own families have used to manage multi-generational wealth.

Wealth Management Services

At Clear Rock, our clients are our extended family. We value listening and work closely with our clients to provide highly personalized wealth management solutions tailored to assessing and achieving specific individualized objectives.

Financial Planning

Portfolio Management

Financial Planning

We design holistic goal-based plans to evaluate our clients’ complete financial situation and implement personalized, integrated strategies to achieve our clients’ objectives.

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Our Investment Process

Retirement Planning

True Understanding of Client Needs

Cash Flow Planning

Develop Market Return Expectations

Market and Investment Manager Research

Identify Optimal Investments

Portfolio Management

Investment Monitoring & Reporting

Clear Rock’s investment process begins with a client consultation to gain an understanding of their financial needs.  We then create customized portfolios that incorporate expectations for capital market returns and risk assumed to capture the returns. Though each client is unique, we follow the same disciplined process to ensure all clients receive our best thinking.   

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