Why Choose ClearPath?

Because the Quality of Your Life Is Worth It.

Since 1996 ClearPath Capital’s seasoned team of senior wealth management advisors have adeptly navigated a diverse set of high-net-worth executive level clients through both smooth and often turbulent financial and investment waters.

The firm is owned and operated by its partners. For employees who are not partners, we have also established a profit-sharing pool which provides generous incentives to long-term employees to motivate them to think and act like business owners.

We are often asked what key characteristics distinguish ClearPath from its peers? Our answer is rooted in four significant areas where our firm has distinguished itself. They are as follows:

Our Innovative Spirit - We strive to be creative in our thinking, and this has allowed us to deliver to our clients what we believe are some uniquely superior investment alternatives.  One example is our independent research focused on manager diversification.  Our goal is to research, identify and hire some of the nation’s most highly regarded money managers.

Our Quality Relationships - Our clients include wealthy individuals, family groups, foundations and institutions. We believe strong client relationships are born out of exceptional efforts by all our team members and must be based on an accurate understanding of each client’s needs and objectives. Our Investment Advisors and Service Team members strive to make the practice of outstanding service a core value of our business.

Our Values-Based Culture - Our employee’s exhibit integrity and a commitment to excellence. Our decisions are driven by loyalty to our clients and an understanding that long-term success will be enhanced by always putting our clients’ interests first.

Our Research - Behind our research effort is a commitment to intellectual honesty and to staying within our circle of competency.  We believe our clients’ long-term interests are best served by making decisions based on careful research, rather than pursuing what is temporarily popular or superficially appealing.

Crafting a Clear Path to the Quality of Life You & Your Family Seek

Your primary intention for engaging a wealth management firm is to further solidify you and your family’s financial foundation, thus sustaining your quality of life – now and well into the future.

So it is with this understanding that we craft a clear path that seamlessly bridges the gap between your financial goals and the  quality of life you and your family seek.

Don’t just take our word for it. Call ClearPath Capital today at (800) 664-5353 for a complimentary wealth management strategy session.