invest@clearrockadvisors.com
512.735.0222

Our Wealth Planning Process

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.

Discover Client Needs

Clear Rock’s wealth planning process begins with a confidential client consultation to gain a clear understanding of current financial situation and specific goals.

Develop Financial Plan and Diversified Investment Strategy

We then develop a customized financial plan and investment strategy designed to satisfy specific financial planning needs and deliver investment performance.

Monitoring, Reporting, and Communication

Our personalized financial plan and investment management is dynamic and adaptable to maximize financial success and continuously monitored and reported in detailed, fully transparent and diverse formats, including in person reviews, online communication and mailed reports.

Why Clear Rock?

Clear Rock is a seasoned team of investment advisors fully committed to providing our clients superior personalized financial planning and wealth management advice.