The ClearPath wealth approach is a thoughtfully crafted financial planning process for how we connect with and guide our clients. The foundation of each customized client experience is built on the time spent getting to know you and your unique financial needs as we navigate each step.
Watch our introductory video or visit our
YouTube channel.
01 – Connect
Share your priorities and learn our philosophy
02 – Explore
Dig deeper and crystalize goals
03 – Organize
Take inventory and gain clarity on all relevant pieces of your plan
04 – Design
Creation of your customized financial plan
05 – Collaborate
Summarize plan and discuss actionable strategies
06 – Mobilize
Prioritize and implement plan of action
07 – Oversee
Continuously monitor your plan while guiding you forward
The ClearPath wealth approach is a thoughtfully crafted financial planning process for how we connect with and guide our clients. The foundation of each customized client experience is built on the time spent getting to know you and your unique financial needs as we navigate each step.
Watch our introductory video or visit our YouTube channel.
01 – Connect
Share your priorities and learn our philosophy
02 – Explore
Dig deeper and crystalize goals
03 – Organize
Take inventory and gain clarity on all relevant pieces of your plan
04 – Design
Creation of your customized financial plan
05 – Collaborate
Summarize plan and discuss actionable strategies
06 – Mobilize
Prioritize and implement plan of action
07 – Oversee
Continuously monitor your plan while guiding you forward
Investment Philosophy
Independent
We are independent and bound only to our clients. We have the flexibility to work with a broad universe of investment partners to select the solutions that best meet our criteria for clients.
Customized
We manage client assets through a combination of in-house investment models, and individual client portfolio customization based on goals, need, or investment preference.
Time-Tested
When selecting investment partners, we utilize strategies that have long-term track records & include a combination of index funds and active managers.
Research-Based
Our core & customized portfolios are constructed utilizing third party research software, outside investment consultants, and in-house due diligence. We consider fundamentals and relative value, and employ qualitative and quantitative screening.
Cost-Sensitive
When selecting investment partners, we prefer lower-cost, and transparently priced investments.
Strategic
Apply strategies such as dollar-cost-averaging, rebalancing, systematic liquidations, and retirement bucket strategies to help mitigate risk.
Diversified
We believe in a core, broad-based asset allocation with traditional investments such as stocks, bonds & cash, but utilize alternative investments as appropriate to lower correlation to traditional equity and fixed income markets.
Diligent
Through at minimum quarterly reviews of our core investment strategies using our in-house due diligence, we adjust our models proactively. We perform quarterly audits of our core investment strategies and make proactive adjustments.