Contact Us | Clearwater Wealth Management

Contact Our Financial Planners

Contact us below to see how we can help you achieve your long-term financial goals. Our investment strategies are unique to you and are designed with a clear focus of what you want out of life. We deploy sound investment practices to build portfolios that provide the greatest potential for return given your tolerance for risk.

We can be reached at our 5 primary locations as well as our satellite branches located throughout West Michigan and Ann Arbor. Our planners can also meet virtually via a Zoom call, as well as anywhere that’s most comfortable for you. Fill out our form below for any additional questions, comments, concerns and we will respond as soon as possible (typically within 48 hours).


use our calendar below to book your date & time


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    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

    4440 Jackson Rd
    Ann Arbor MI 48103

    (734) 662-8200

    ext. 2700

    Arbor Financial
    Credit Union

    1551 S 9th Street
    Kalamazoo, MI 49009

    (269) 544-3436

    Gerber Federal
    Credit Union

    300 S Adams Street
    Newaygo, MI 49337

    (616) 924-4880

    ext. 138


    9077 Charlotte Hwy
    Portland, MI 48875

    (844) 517-3611

    ext. 1189