Business Owners
We work with business owners through every stage of leading, growing, and exiting their companies. Owning a business comes with unique financial challenges and opportunities—from succession planning and tax strategy to managing personal and business finances. We provide professional guidance to help owners make informed decisions, optimize financial outcomes, and create lasting value for themselves, their families, and their businesses.
Busy women in leadership
We work with busy, successful women who hold executive roles, work in professional services, or own and operate businesses. These women understand the value of goal setting and hard work, but their time is best spent focusing on what matters most. We add value by taking financial planning off of their plate—putting the right expertise in the right roles, what we call “Aces in Their Places.” Women remain underserved in the financial world, and we are committed to changing that.
Corporate executives
We work with corporate executives to align their personal and professional goals and create a “business plan” for the life they want. High-level roles come with unique challenges, from compensation and stock options to taxes and retirement strategy. We provide customized guidance to help executives make informed decisions, enhance opportunities, and build a financial roadmap that supports both their career and their life ambitions.
Current & Former athletes
Current or former athletes at the amateur, professional, or recreational level—across individual, team, and outdoor sports—often make ideal clients. They understand goal setting, discipline, and long-term commitment, are coachable and collaborative, and recognize that consistent effort paired with smart strategy leads to lasting results.
Successful people in transition
We help successful individuals navigate major life events—such as retirement, career changes, loss, inheritance, divorce, or buying and selling a business. These transitions create opportunities for thoughtful planning, where experienced guidance makes a real difference. By supporting clients through pivotal moments and leveraging our professional network, we deliver tailored solutions and seek to build lasting, trusted relationships.
About usA team dedicated
to your success
Change is inevitable. At ClearView Wealth Partners, we strive to turn uncertainty into opportunity through thoughtful financial planning and disciplined guidance.
As fiduciaries, we simplify the complex by bringing every piece of your financial world together under one comprehensive plan. With offices in Northern California and Scottsdale, and the ability to meet virtually nationwide, we’re here to help you move forward with confidence.
Discover
We begin by understanding where you are today—reviewing your existing financial plan, resources, and long-term objectives. This discovery phase gives us a clear picture of your priorities, challenges, and opportunities.
Analyze
Next, we conduct a detailed assessment of your financial landscape. We evaluate your current strategies, identify gaps, and measure alignment with your goals. This analysis forms the foundation for a plan designed to invest and preserve assets and manage risk.
Recommend
Based on our findings, we provide a set of tailored, actionable recommendations. Each strategy is designed to help you pursue your financial objectives with clarity and confidence—integrating planning, investments, wealth transfer, and risk management.
Execute
Most importantly, we help you bring the plan to life. We coordinate implementation alongside your existing advisors—including attorneys, tax professionals, and family members—seeking to ensure every agreed-upon strategy is executed seamlessly and with precision.