Clear strategies to help you achieve financial & life success.

We help you navigate life’s obstacles so you can focus on what’s important to you!

This Is How We Do Business

Check out the videos below to see what you can expect from working with us!

1

The Money Cycle

2

The Bucket Plan®

3

The Value of a Holistic Advisor

Financial Planning | Wealth Management | Investment Advisors

ClearWater Wealth Management believes in being fully dedicated and transparent to you about your investments. Successful client relationships are built on sound values that are maintained at every level of our organization. By focusing on your long-term goals, our financial planners will develop a tailored strategy unique to you.

Integrity: We believe that by listening better, we can better understand the needs of our clients. We strive to build client relationships based on open, honest interactions. We hold the highest ethical business standards and continually pursue excellence in personal client service.

Confidential Advice: Your financial needs are often determined by the changing needs of your family’s life. Planning for such needs includes discussing private information that is often confidential or sensitive in nature. For this reason, ClearWater adheres to a policy of confidentiality.

Personal Service: We tailor not only our advice, but also our service, to the unique needs of each client. From customized investment strategies to personalized financial planning and communications, ClearWater strives to exceed your expectations for personal financial services.

Sound Investment Practices: We incorporate multiple investment strategies and practices to build portfolios that provide the greatest potential for return given each investor’s tolerance for risk. To learn more about us and our approach, contact one of our investment advisors today.

Grand Rapids Financial Planners
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Years Combined Experience
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Households Served
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Million Under Management

Our Financial Planning Process

We build a solid foundation to aid in the success of your financial goals.

DISCOVERY

By listening to what your long-term goals are, we construct a plan that will map out your financial & life success.

DESIGN

We work alongside your CPA, attorney and other financial professionals to design a clear path to reach your goals.

IMPLEMENT

To start, we implement your financial plan to be conducive with your goals. Our strategy is uniquely customized to you.

MONITOR

As life goes on and priorities change, we’ll monitor and adapt your financial plan to be consistent with your goals.

ADJUST

We’ll tailor your investments to reflect what’s important to you. We maintain a close eye so we can adjust as needed.

GET STARTED!

Get in touch with us today to start working on your life’s plan. Our tailored strategies are as unique as the clients we serve.

Meet Our Team

Get in touch with our team today to schedule an appointment!

Contact Our Advisors

We have 5 primary locations and dozens of satellite branches throughout Michigan to better serve our clients. Our investment advisors have the ability to meet clients virtually anywhere. Whether that’s a coffee shop, your home or on a Zoom meeting, we’re committed to you! Get in touch with one of our offices below to schedule an appointment.

Clearwater wealth management is a trusted financial institution that partners with a number of credit unions across the state of Michigan. CW works with the members of those credit unions but also offers those same services to the general public. As a trusted partner with these credit unions, you’re able to meet with us at any of these locations or at a location of your choice.

Ann Arbor
University of Michigan
Credit Union

333 E William St.
Ann Arbor, MI 48104

(734) 662-8200

ext. 2700

Grand Rapids
Community West
Credit Union

3089 44th St SW
Grandville, MI 49418

(616) 261-5657

ext. 8209

Kalamazoo
Arbor Financial
Credit Union

1551 S 9th Street
Kalamazoo, MI 49009

(269) 544-3436

Newaygo
Gerber Federal
Credit Union

300 S Adams Street
Newaygo, MI 49337

(616) 924-4880

ext. 138

Portland
PFCU
Credit Union

9077 Charlotte Hwy
Portland, MI 48875

(844) 517-3611

ext. 1189