INTEGRATED SOLUTIONS

THAT DRIVE YOUR FINANCIAL

SUCCESS

BILLION IN ASSETS UNDER ADVISEMENT*

NUMBER OF EMPLOYEES*

STATES WITH CLIENT REPRESENTATION

*Approximate as of 4/1/2024; Includes employees and assets of Clearstead Advisory Solutions division, also includes Clearstead Trust and Avalon Trust, which are not registered by the SEC

CLEARSTEAD-FAVICON-LARGE

Clearstead enables wealthy families and leading institutions to meet their financial objectives and achieve their aspirations, building stronger futures for their families, their communities, and themselves.

We fulfill our mission by creating a unified investment framework for our clients and integrating financial planning, tax planning and compliance, trust services, and investment management to address complex financial situations.

WHY CLEARSTEAD?

CUSTOM INTEGRATED SOLUTIONS

COLLABORATIVE APPROACH

INVESTED IN THE FUTURE

ONE FIRM, ONE VOICE

HOW WE SERVE YOU  

BUILDING YOUR FUTURE THROUGH WEALTH MANAGEMENT

Clearstead offers an individualized approach to wealth management through a team of advisors that serves as a fiduciary and tailors services to your needs.

ACHIEVING YOUR OBJECTIVES THROUGH INVESTMENT CONSULTING

We eliminate the complexities of investment management for your institution through our team-based approach and implementing our research-driven process in your portfolio.

IDENTIFYING INVESTMENT OPPORTUNITIES THROUGH ROBUST RESEARCH

Our in-house Investment Research team follows a rigorous process to narrow investment opportunities into a unified approach for clients’ portfolios.

YOUR FUTURE IN FOCUS

At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.

Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.

LEGAL STATEMENT

PRIVACY POLICY

CONTACT US

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

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