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Thank you for visiting our page to learn more about Clearwater Capital Partners; we hope you enjoyed your track time with Windy City BMW!

About US

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 bring an uncommon degree of professional experience and practical insight.  We take pride in the sophistication of our advice and place a premium on commitment, objectivity and transparency. Our independence allows us the freedom to develop world-class solutions - without interference or a proprietary product bias. 

Learn more about our way of thinking with original content on our Thought Leadership page

Who We Serve

We serve a diverse clientele, including business owners, physicians, executives, attorneys, affluent families, and retirees, all of whom are facing the challenges that come with success. Despite their varying financial interests and goals, they share a common need: the desire to harmonize the different aspects of their financial lives, allowing them to focus on what truly matters.

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All of our clients rely on us to ask the tough questions and pursue meaningful solutions.  They are committed to intelligent and coordinated financial decisions over long periods of time; and they place a premium on objectivity.

If these attributes sound familiar, we may be a good fit together.  Contact us to set up a complimentary exploratory discussion.

Services Offered

Helping our clients manage wealth at the speed of life is our mission and our passion.  Our job is to organize, coordinate, plan and execute your total wealth strategy so that every decision you make takes you closer to achieving your goals.

  • Consolidated Reporting & Technology

  • Legacy Planning

  • Wealth in Transition

  • Family Consulting & Education

  • Qualified and Non-Qualified Retirement Plans (401(k), Cash Balance, Pensions)

Our services include :

  • Investment Management

  • Financial Planning

  • Tax Planning & Efficiencies

  • Cash Management & Lending

  • Insurance & Risk Management

  • Business Owner Advisory

Interested in learning more about these services? Let’s have a discussion about your needs and how we might be able to serve you.  Contact us to schedule a complimentary exploratory discussion.

About Jeff DeHaan

Jeff DeHaan, CFP® has been an active member of the Windy City Chapter of the BMW Car Club of America for over 15 years.  One of his passions in life is Motorsport.  Driving racecars may not seem particularly relevant to wealth management on the surface, but when you look deeper you’ll find that many of the concepts overlap with what he does with his clients.

Learn more about Jeff’s professional background in his professional biography.