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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 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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Clearview Portfolio Consulting May 2025 Recap

Key Points: • US stocks bounced back in May with strong gains for the major indices. • Moody’s downgraded the US credit rating as debt levels continued to grow. •
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Clearview Portfolio Consulting March 2025 Recap

Key Points: Elevated policy uncertainty has taken its toll on financial markets in the first quarter of the year.  The new administration has unleashed a host of government spending cuts
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