Thank you for your support and business in 2020.

We would like to share with you our Annual Firm Update, which summarizes our Firm’s initiatives and efforts in 2020.

We believe we acted quickly and well to the challenges of the pandemic. While helping ensure the safety of our employees and changing many of our business routines, we were able to make important upgrades to our investment process, hire twelve professionals, and initiate the Clearstead Scholarship to benefit students of color at Ohio colleges.

We move forward in 2021 stronger than ever and are grateful for our clients, colleagues, and friends in the business community.

Read here:  Annual Firm Update РReview of 2020

As we begin the new year, we continue our commitment to providing objective investment research and client advice, and to continuous improvement in our service to clients.

Find Your Clarity

We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.

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.




1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114