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 From timely tax and planning insights that impact your wealth, to expert insights from our research team, Clearstead’s Blog offer relevant news and information that you can use. 

FIVE FINANCIAL CONSIDERATIONS FOR THE NEW SCHOOL YEAR

Author: Greg Lonczak, CFP®, is a Managing Director for Clearstead As we hit the mid-point of August, many families are beginning to think of school for themselves, for their children, or their grandchildren. Some families may be experiencing the excitement and nerves...

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CLEARSTEAD EMPOWHER WOMAN OF THE YEAR: JENNIFER LUCAS

In the nine years that Jennifer Lucas has worked at Clearstead, it seems as though no two days have been the same — and that’s just the way she likes it. “Every day is different here,” she says. “It’s challenging, creative work to keep everything running smoothly, and...

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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.

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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