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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.

Clearview Portfolio Consulting August 2025 Recap

Key Points: The U.S. economy grew faster than initially expected in the second quarter with Q2 GDP rising 3.3% Stocks pushed to all-time highs during the month with the S&P500
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Clearview Portfolio Consulting July 2025 Recap

Key Points: The U.S. economy grew at an annual rate of 3% in the second quarter, following a 0.5% contraction in Q1. Stocks rose during the month despite a weakening
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Clearview Portfolio Consulting April 2025 Recap

Key Points: • US stocks had a wild ride in April after bigger than expected tariff announcements from the President. • International stocks provided global investors with some stabilization as
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