Our Team / Our Clients

Our Team:

Does your advisory team have the real-world experience, professional qualifications, educational background, and objectivity to assist you in your complex financial matters?

Our advisory team consists of licensed investment professionals, Certified Financial Planners (CFP’s) and Registered Investment Advisors (RIA’s ) with over 100 years of combined experience and training at some of the most well respected organizations in the world.

Brokers and traditional financial planners typically are limited in their niche discipline, don’t have the experience and support and/or sell specific investment products. They just can’t help clients in the areas of investment strategy, asset allocation, risk management, tax efficiency and estate and financial planning. We provide our services with the professionalism you would expect of a much larger firm and with the agility of a small, entrepreneurial and highly focused team.

Our Clients:

The existing clients of the Wealth Management firm you select can be an indication that you are on the right path.

Our clients are co-founders, highly compensated executives and investors in both private and public companies. Their needs and concerns are as unique and specific to who they are as entrepreneurs. ClearPath has been a Wealth Management boutique designed specifically to meet the needs of wealthy families here in Silicon Valley and today is serving them worldwide.

The due diligence necessary in selecting a Wealth Manager can be both time consuming and extensive. Recognizing who has gone ahead of you in the same discovery process, gives peace of mind and assurance that you have the right fit for you and your family’s needs. The logo’s on this page are just a small sample of the companies where our clients have been founders or senior executives. We are proud of who they are and hope you are assured that you will be in good company as a client of ClearPath Capital Partners LLC.