Comprehensive Strategies for Financial Transformation and Growth
Providing Clear Solutions in an Uncertain World
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.
Our Services
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.
Our Team
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.
Our Process
Discover our serve-first policy and how we can help you develop your financial goals while planning your financial future.
Expertise + Trustworthy Guidance
Learn how Clearview Wealth Partners can help you grow.
Designed for You
A New Approach to Planning
We offer customized guidance for the professional just starting their career, to the retiree looking to celebrate their golden years.
Define your goals and develop your legacy
What We Do
Customized Financial Planning
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.
Business Ownership & Succession
With decades of expertise working with private business owners, we can develop a financial plan closely integrated with your business plan.
Investment Management
Clearview Wealth Partners provides family and individual wealth management services that aim to help preserve and enhance your wealth.
Estate
Planning
Learn how to protect your business and your family so your legacy can span your lifetime and future generations.
Risk Management
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.