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Experience the Difference

The capabilities of a large firm, with the personal attention of a small practice.

Retirement Planning

You’ve spent a lifetime accumulating your wealth and are enjoying retirement. We work closely with clients to assess their goals for themselves and their families.

Investment Audits

We perform an extensive review of your current investments and provide suggestions based on your investment goals.

Estate Planning

Helping families across generations to accumulate, preserve and distribute wealth to heirs.

Our team is here for you.

Our team is here for you.

Clearview Portfolio Consulting March 2024 Recap

Key Points: Stocks advanced again in March as investors were optimistic about corporate earnings, economic growth and interest rate cuts from the Federal Reserve.  The S&P500, Dow Jones Industrial Average
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Clearview Portfolio Consulting February 2024 Recap

Key Points: The US economic slowdown that never materialized in 2023 seems to be keeping inflation above the Federal Reserve’s target.  The robust economy is surviving on higher interest rates
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‘The economy is different now’: Parents pay grown-up kids’ bills with retirement savings

Young adults face myriad economic challenges. College costs and student debt loads are rising, and house prices have soared.
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