The ClearSight process analyzes the aspects of our client’s financial lives, and provides customized solutions on investments, taxes, and financial planning constructs.

The Clearsight Comprehensive Approach

listening & learning

Before we dive into your finances, we must understand your short- and long-term goals. How can you maintain your lifestyle and preserve the real value of your assets?  What are your ongoing cash flow needs? How should you prepare for a future liquidity event?

Data Collection

Our team of CPAs, CFPs and CFAs analyzes your income tax returns, investment account statements, balance sheet, life insurance policies, wills and trusts, and other assets. We track down hard-to-find fees and provide clarity on current investment management costs.

Data Analysis

Your ClearSight Analysis uncovers: Net worth, recommendations on asset allocation and investment selection, tax integration solutions, transparency on total costs pre-Clearstead on investment management, advisory, custody, and tax services, and strategies to maximize tax savings.

Financial Solutions

Now that we’ve done the hard work together, we must put in place a plan to bring all your tax, planning, and investment pieces together and under one roof. By the time we have completed ClearSight Analysis, we are nearly there. Our research team is the foundation of ensuring the success of our clients’ investment portfolios. This function is not outsourced; it’s the engine of our organization.

 

LEARN ABOUT HOW OUR PROPRIETARY PROCESS IS BRINGING CLARITY TO THE COMPLEX LIVES OF OUR CLIENTS

Find Your Clarity

We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

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Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

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1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

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