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Experience the Difference

The capabilities of a large firm, with the personal attention of a small practice.

Retirement Planning

You’ve spent a lifetime accumulating your wealth and are enjoying retirement. We work closely with clients to assess their goals for themselves and their families.

Investment Audits

We perform an extensive review of your current investments and provide suggestions based on your investment goals.

Estate Planning

Helping families across generations to accumulate, preserve and distribute wealth to heirs.

Our team is here for you.

Our team is here for you.

Clearview Portfolio Consulting February 2025 Recap

Key Points: After a barrage of new policies coming out of Washington from the Trump administration, markets struggled to digest elevated inflation, tariffs, DOGE and their impact on the economy. 
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Clearview Portfolio Consulting January 2025 Recap

Key Points: Stocks started the year a bit choppy as the market digested a host of new policies from the incoming Trump administration.  The notion of tariffs on our largest
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Clearview Portfolio Consulting 2024 Year End Market Recap

Clearview Portfolio Consulting Year End Review Key Points: 2024 began with many economists and financial analysts expecting a recession for the US economy.  The Federal Reserve hiked interest rates aggressively
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