765 Baywood Drive
Clearview Wealth Partners
Clear & Informed Wealth Planning
Plan your Exit Strategy
A vision that expands outside the boardroom
Build your legacy beyond the game
The one constant in life is change. While change can be positive, it can also fuel uncertainty. For individuals, families, and businesses trying to navigate their financial world, change can be daunting.
Clearview Wealth Partners specializes in providing customized strategies, designed specifically to meet your needs. Our team of experienced financial planners are available to serve you with offices in Petaluma, Walnut Creek, and Scottsdale, AZ.
Whether it’s financial or retirement planning, developing an exit strategy for your business, wealth management, or executive consulting, we can help you develop a plan that works for you, and your business.
We’re clear about our goals – helping our clients manage their wealth and plan their legacy. Learn about our Managing Partners and Financial Planners’ experience to see how we can assist with your goals today.
Discover our serve-first policy and how we can help you develop your financial goals while planning your financial future.
Learn how Clearview Wealth Partners can help you grow.
"Someone’s sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
We offer customized guidance for the professional just starting their career, to the retiree looking to celebrate their golden years.
Whether it’s preparing for a professional change or planning to retire, we can help you look at a complete picture of your finances and discover what’s possible.
With decades of expertise working with private business owners, we can develop a financial plan closely integrated with your business plan.
Clearview Wealth Partners provides family and individual wealth management services that aim to help preserve and enhance your wealth.
Learn how to protect your business and your family so your legacy can span your lifetime and future generations.
Life can throw us curveballs when least expected. We help assure the proper risk management solutions are in place to protect you and your loved ones.