The ClearSight process analyzes the aspects of our client’s financial lives, and provides customized solutions on investments, taxes, and financial planning constructs.
listening & learning
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.
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.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114