Menu
Home
About
Resources
FAQs
Affiliations
Articles/Resources
LPL Research
Calculators
Client Center
Contact Us
Global Portfolio Strategy | October 2025
</div> </div> </div> </div> </section> </section> </div> <div class="footer-container"> <footer> <section class="o-container c-footer__container"> <div class="o-grid__collapse"> <div class="c-footer__contact"> <div class="contact"> <h4>Contact</h4> <p> <a href="mailto:james@cvwpartners.com" itemprop="email"> james@cvwpartners.com </a> </p> <div class="c-socialMedia"> </div> <div class="moonlight-contact-information"> <p class="moonlight-phone">Office: <a href='tel:9254481640'>(925) 448-1640</a></p> <div class="moonlight-address_block"> <p class="moonlight-address1">20121 N. 76th Street</p> <p class="moonlight-address2">Unit 2019</p> <p> <span class="moonlight-city">Scottsdale,</span> <span class="moonlight-region">AZ</span> <span class="moonlight-postalcode">85255</span> </p> <div class="moonlight-office-location-container"> <p class="moonlight-office-location-header"> Petaluma Office </p> <p class="moonlight-address1"> 765 Baywood Drive </p> <p class="moonlight-address2"> Suite 327 </p> <p> <span class="moonlight-city">Petaluma,</span> <span class="moonlight-region">CA</span> <span class="moonlight-postalcode">94954</span> </p> <p class="moonlight-phone">Office: <a href="tel:707-789-0642">707-789-0642</a></p> </div> <div class="moonlight-office-location-container"> <p class="moonlight-office-location-header"> Grass Valley Office </p> <p class="moonlight-address1"> 204 W. Main Street </p> <p class="moonlight-address2"> Suite 118 </p> <p> <span class="moonlight-city">Grass Valley,</span> <span class="moonlight-region">CA</span> <span class="moonlight-postalcode">95945</span> </p> </div> </div> </div> </div> </div> <div class="c-footer__quick-links"> <section class="quickLinks"> <h4>Quick Links</h4> <ul><li><a href="https://www.cvwpartners.com/resource-center/retirement" >Retirement</a></li><li><a href="https://www.cvwpartners.com/resource-center/investment" >Investment</a></li><li><a href="https://www.cvwpartners.com/resource-center/estate" >Estate</a></li><li><a href="https://www.cvwpartners.com/resource-center/insurance" >Insurance</a></li><li><a href="https://www.cvwpartners.com/resource-center/tax" >Tax</a></li><li><a href="https://www.cvwpartners.com/resource-center/money" >Money</a></li><li><a href="https://www.cvwpartners.com/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://www.cvwpartners.com/resource-center/articles" >Latest Articles</a></li><li><a href="https://www.cvwpartners.com/resource-center/videos" >All Videos</a></li><li><a href="https://www.cvwpartners.com/resource-center/calculators" >All Calculators</a></li></ul> </section> </div> <div class="c-footer__disclosure"> <section class="note"> <div class="shared__BrokerDealerDisclosure"> <p class="FormCRS"> LPL <a target="_blank" href="https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf">Financial Form CRS</a></p> </div> <p class="boker-check-disclaimer">Check the background of your financial professional on FINRA's <a href="//brokercheck.finra.org/" target="_blank" rel="noopener noreferrer">BrokerCheck</a>.</p> <p class="globalDisclosure">The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.</p> <p class="globalPersonalInformationLink"> We take protecting your data and privacy very seriously. As of January 1, 2020 the <a href="https://oag.ca.gov/privacy/ccpa" target="_blank">California Consumer Privacy Act (CCPA)</a> suggests the following link as an extra measure to safeguard your data: <a href="https://www.cvwpartners.com/donotsellmypersonalinformation" target="_self">Do not sell my personal information</a>. </p> <p class="globalCopyright">Copyright 2026 FMG Suite.</p> <p class="globalDisclaimer"><p>The Financial Advisors of Clearview Wealth Partners are registered representatives with and Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member <a href="https://www.finra.org/" target="_blank" rel="noopener">FINRA</a>/<a href="https://www.sipc.org/" target="_blank" rel="noopener">SIPC</a>.</p><p>The LPL Financial Registered Representative/s associated with this site may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. </p><p>For Insurance: AZ, CA, CT, FL, HI, MD, MI, MO, NV, NY, OR, PA, TX, UT, WA and WY.</p><p>James Westermeyer: CA Ins. Lic. #0C17637<br />Kenneth Micheal Lemas: CA Ins. Lic. #0J08364<br />William Roland: CA Ins. Lic. #0778291<br />Ashley Sawyer, CFPA: CA Ins. Lic. #0K40896</p></p> </section> </div> </div> <div class="o-grid__collapse"> <div class="c-footer__custom"></div> </div> <div class="rule2"> </div> </section> </footer> </div> <!-- /container --> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/007/dist/scripts.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/globalassets/template7/js/global-asset-scripts.js"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/vcard.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/sections.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Headers/sticky/js/sticky.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/subpageBanner.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/commonRequests.js"></script><script type="text/javascript" src="http://fmg-websites-custom.s3.amazonaws.com/front-end-snippets/slick/slick.min.js"></script><script> //Special Nav button in navigation line var navBtnTitle = 'Contact Us'; $('#mainNav .c-topnav__menu-item .c-topnav__menu-text span:contains(' + navBtnTitle + ')').parent().parent().addClass('navBtn'); //Special Nav button in navigation line var navBtnTitle = 'Client Center'; $('#mainNav .c-topnav__menu-item .c-topnav__menu-text span:contains(' + navBtnTitle + ')').parent().parent().addClass('navBtn2'); combiningSectionsFunction('.dev-cta-TextForm'); combiningSectionsFunction('.dev-combineSections-Services'); combiningSectionsFunction('.dev-combineBoxes', true); combiningSectionsFunction('.dev-combineBoxes2', true); $(document).ready(function(){ $('.dev-slickSection .o-grid__collapse').slick({ speed: 800, autoplay: false, infinite: true, autoplaySpeed: 0, cssEase: 'ease-in', slidesToShow: 3, slidesToScroll: 1, variableWidth: true, arrows: true, responsive: [ { breakpoint: 992, settings: 'unslick' } ] }); }); (function() { const duffyBoxes = document.querySelectorAll('.dev-Boxes-Modal .box'); duffyBoxes.forEach( function ( box ) { box.addEventListener('click', function ( evt ) { evt.preventDefault(); const boxParagraph = box.querySelector('.c-box__paragraph').innerHTML; $.fancybox.open(`<div class="modalBox-Modal"><div class="modal-wrapper"><div class="content">${ boxParagraph }</div></div></div> `); }); }); })(); </script><!--Footer--><script> jQuery(function ($) { const header = $('<h4 class="office-header">Northern California & Scottsdale Office</h4>'); $('.contact a[itemprop="email"]').closest('p').before(header); }); </script><script> jQuery(function ($) { /* Pleasanton Office */ const pleasantonBlock = ` <div class="moonlight-office-location-container pleasanton-office"><p class="moonlight-office-location-header">Pleasanton Office</p><p class="moonlight-address1">3645 Kamp Drive</p><p><span class="moonlight-city">Pleasanton, </span><span class="moonlight-region">CA </span><span class="moonlight-postalcode">94588</span></p></div> `; const scottsdaleHeader = ` <p class="moonlight-office-location-header scottsdale-header"> Scottsdale Office </p> `; const $addressBlock = $('.moonlight-address1:contains("20121 N. 76th Street")') .closest('.moonlight-address_block'); // Add Pleasanton BEFORE Scottsdale $addressBlock.prepend(pleasantonBlock); // Add Scottsdale header ABOVE Scottsdale address $('.moonlight-address1:contains("20121 N. 76th Street")') .before(scottsdaleHeader); const scottPhone = `<p class="moonlight-phone">Office: <a href="http://tel:707-789-0642" target="_blank">707-789-0642</a></p>`; // Add phone to scottdale $('footer .moonlight-address_block > p + .moonlight-office-location-container').before(scottPhone); }); </script><script> jQuery(function ($) { const billEmail = ` <p class="moonlight-email"><a href="mailto:william@cvwpartners.com"> william@cvwpartners.com </a></p> `; $('.moonlight-office-location-header:contains("Petaluma Office")') .after(billEmail); $('.moonlight-office-location-header:contains("Scottsdale Office")') .after(billEmail); }); </script><script> jQuery(function ($) { $('.dev-services') .find('a') .each(function () { $(this) .removeAttr('href') .removeAttr('target') .css('cursor', 'default'); }); }); </script><script> $(document).ready(function(){ $('.footer-container .moonlight-address_block > .moonlight-email').insertBefore('.footer-container .moonlight-address_block > .moonlight-phone'); //Remove email and phone from Petaluma office $('.moonlight-office-location-header:contains("Petaluma Office")').nextAll('.moonlight-email').first().remove(); $('.moonlight-office-location-header:contains("Petaluma Office")').nextAll('.moonlight-phone').first().remove(); }); </script><script> jQuery(function ($) { $('.dev-clientCenter .c-box__title br').remove(); }); </script> <!--[if gt IE 8]><!--> <!--<![endif]--> <!--[if lt IE 9]> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/excanvas.min.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot-0.8.3.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot.time.min.js?v=2.86.45.35074.291"></script> <![endif]--> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/article.js?v=2.86.45.35074.291"></script> </body> </html><script>(function(){function c(){var b=a.contentDocument||a.contentWindow.document;if(b){var d=b.createElement('script');d.innerHTML="window.__CF$cv$params={r:'9f3d46f8ffcd7f3b',t:'MTc3NzQ1NDkxMw=='};var a=document.createElement('script');a.src='/cdn-cgi/challenge-platform/scripts/jsd/main.js';document.getElementsByTagName('head')[0].appendChild(a);";b.getElementsByTagName('head')[0].appendChild(d)}}if(document.body){var a=document.createElement('iframe');a.height=1;a.width=1;a.style.position='absolute';a.style.top=0;a.style.left=0;a.style.border='none';a.style.visibility='hidden';document.body.appendChild(a);if('loading'!==document.readyState)c();else if(window.addEventListener)document.addEventListener('DOMContentLoaded',c);else{var e=document.onreadystatechange||function(){};document.onreadystatechange=function(b){e(b);'loading'!==document.readyState&&(document.onreadystatechange=e,c())}}}})();</script>
