Achieving Clarity in a Complex World
Clearwater Capital Partners was founded on the simple principal of stewardship; the ethic that embodies the responsible development and careful management of our client’s resources. We are an independent advisory firm serving a loyal clientele with objectivity, integrity, and experience.
About US
Find out about our organization, mission, our methods, and the results of our decades of advocacy.
about our clients
Find out about the families, individuals, and organizations we work with
Clearwater Capital Client Heat Map and other figures as of 1-11-18
The Numbers
Serving Clients in 28 states & internationally
Over $600 Million in Assets Under Management
Founded in 2006
Team of 16
Team Credentials include: CFP® , CIMA®, AWMA®, CPA, CES®, CRPS®, CFA