Corwin Sorely

Planning Associate

Corwin joined the Clearstead Private Client Group in 2019. As a Planning Associate, Corwin provides analytical support for tax, financial planning, and investment management services for Clearstead clients.

Prior to joining Clearstead, Corwin spent three years as a Staff Accountant for a local CPA Firm in Cleveland, Ohio specializing in individual taxation. Corwin received his Bachelors in Accounting and Master of Business Administration from Lake Erie College.

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.