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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.

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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.

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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.

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Our Process

  Discover our serve-first policy and how we can help you develop your financial goals while planning your financial future.

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Expertise + Trustworthy Guidance

Learn how Clearview Wealth Partners can help you grow.

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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.

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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.

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Business Ownership & Succession

With decades of expertise working with private business owners, we can develop a financial plan closely integrated with your business plan.

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Investment Management

Clearview Wealth Partners provides family and individual wealth management services that aim to help preserve and enhance your wealth.

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Learn how to protect your business and your family so your legacy can span your lifetime and future generations.

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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.

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We’re happy to answer questions and get you up-to-speed on all the services that we offer. Contact us today to learn more about Clearview Wealth Partners.

Thank you!