Build wealth with intention.
ClearView Family Wealth helps high-earning families organize complexity, make smarter financial decisions, and move forward with greater confidence
Our Approach
Success creates opportunity, but it also creates complexity. As careers grow and financial lives become more sophisticated, many families reach a point where they want more than fragmented advice or reactive planning. They want clarity, organization, and a strategy that brings everything together.
At ClearView Family Wealth, we help high earning families simplify complex financial decisions and create a more intentional financial life. Our approach is personal, proactive, and centered around thoughtful coordination between investments, retirement planning, taxes, cash flow, insurance, and long term family goals.
We believe financial planning should help clients feel more organized, more confident in their decisions, and better prepared for the future they are building.
A clear, coordinated approach to financial planning.
We help high earning families bring structure, clarity, and intention to the financial decisions that matter most.
Build a Strong Financial Foundation
Every plan begins with the fundamentals. We help clients establish emergency reserves, evaluate cash flow, review life insurance, disability coverage, and property and casualty policies, and coordinate estate planning documents when needed.
Clarify Goals and Priorities
We work together to define what matters most, whether that means financial independence, retirement, buying a home, funding education, creating flexibility, or building long term family security.
Create a Coordinated Savings and Investment Strategy
We build personalized strategies around each client’s goals, timeline, and comfort with risk, including retirement planning, investment management, account structure, and ongoing guidance.
Identify Tax Planning Opportunities
We evaluate opportunities around retirement contributions, Roth strategies, tax efficient investing, equity compensation, charitable planning, and long term tax optimization.
Provide Ongoing Guidance and Accountability
As life changes, we help clients adapt their plan, evaluate decisions, and stay aligned with the future they are building.
Build a More Intentional Financial Life
Schedule a conversation to begin building a coordinated strategy around your goals, family, and future.
Schedule a ConversationFinancial planning designed around the complexity of your life.
Every family we work with receives comprehensive planning, investment management, and ongoing guidance. The difference between service levels is not how much money you have. It is the complexity of the decisions you face and the level of coordination required to help you make them confidently.
For successful families getting organized.
You are successful, but life is moving fast. Your career is gaining momentum, your family is growing, and your financial life is becoming more complex than it was just a few years ago.
- Are we saving enough?
- What should we do with excess cash?
- How much life insurance do we need?
- Should we be funding 529 plans?
- Are we making smart tax decisions?
- How do all these accounts fit together?
- Household income of $350,000-$750,000+
- Young children at home
- Growing retirement and investment accounts
- Busy professionals with limited time
- First-generation wealth builders
For families managing greater complexity.
As income grows, complexity grows with it. The financial decisions become larger, the tax consequences become more meaningful, and the margin for error becomes smaller.
- What am I missing?
- How do I reduce my tax burden?
- Are we optimizing our benefits and compensation?
- Can we afford the things we want without jeopardizing our future?
- How do we turn a growing income into lasting wealth?
- Household income of $600,000-$1,500,000+
- Physicians, attorneys, executives, and business owners
- Equity compensation or K-1 income
- Significant taxable investments
- Multiple competing financial priorities
For families seeking deeper coordination.
You have spent years building something meaningful. Now you need someone who can help coordinate all the moving pieces: taxes, investments, estate planning, business interests, insurance, and family decisions.
- Is everything working together?
- Are there opportunities we are missing?
- How do we protect what we have built?
- How do we make smart decisions for the next generation?
- Who is coordinating all of this?
- High-income professionals and business owners
- Equity partners, founders, executives, and practice owners
- Complex tax situations
- Multiple entities, trusts, or business interests
- Families seeking a personal CFO and financial quarterback
Not sure where you fit?
Most families do not know which service level is right for them, and that is okay. The best place to start is with a conversation.
Schedule a ConversationA fee structure designed around clarity, coordination, and alignment.
We believe financial planning works best when your advisor can see the full picture. That is why our flat fee relationship is designed to encourage coordination, simplify decision making, and align our advice with the complexity of your life rather than the day to day movement of the markets.
Better advice starts with the full picture.
When accounts, investments, insurance, taxes, estate planning, and cash flow are scattered across different places, it becomes harder to make thoughtful decisions. Consolidation helps us coordinate the moving parts and give advice that reflects your entire financial life.
Your fee should not rise just because markets did.
Traditional asset based pricing often increases when portfolios grow, even if the scope of advice has not changed. Our flat fee approach is intended to be more transparent and tied to the planning work, guidance, and complexity involved.
Complexity matters more than account size alone.
A family with business ownership, equity compensation, multiple accounts, tax planning needs, and estate considerations may require more planning than a larger but simpler household. Our fees are based on the work required to serve you well.
Built for families who want more than investment management.
Our goal is not simply to manage a portfolio. It is to help families make better financial decisions across their entire lives. That requires organization, visibility, and a coordinated planning process.
When we can see how the pieces fit together, we can better evaluate tradeoffs, identify opportunities, reduce unnecessary complexity, and help keep your financial life aligned with the future you are trying to build.
Simple pricing. Comprehensive guidance.
Our annual flat fee is based on the complexity of your financial life, the scope of advice needed, and the level of ongoing coordination required. As your needs become more complex, the fee may change. But the goal remains the same: clear, proactive guidance that helps your money serve your life.
Financial planning built around real life.
I have been working in financial planning for nearly a decade, primarily helping families navigate the transition into retirement. One thing I heard consistently from clients over the years was, “I wish we had met someone like you sooner.”
That always stayed with me. Many of the families I worked with had built successful careers and accumulated wealth, but often wished they had been more intentional earlier on. They wanted clearer direction, better organization, and someone helping them make thoughtful financial decisions while life was still moving quickly.
As someone who is married with two young daughters, Amelia and Camila, I understand firsthand the challenge of balancing career success, family responsibilities, and long term financial goals. Time becomes more valuable, responsibilities grow, and financial decisions become more interconnected.
I started ClearView Family Wealth because I wanted to build the kind of planning experience I believe many high earning families are looking for. One that helps simplify complexity and uses money as a tool to create more freedom, flexibility, security, and opportunity for the people who matter most.
As a dad, one of the best parts of my day is getting home from work and seeing how excited my girls are to see me. That feeling means more to me than any professional accomplishment ever could. Family is the most important thing in my life, and I wanted to build a firm that allows me to deliver meaningful value to clients while still being fully present for the people waiting for me at home.