We Built This Firm Around a Problem Most Advisors Don't Solve...
You've worked with good people over the years. A broker here, a CPA there, maybe an estate attorney. Each one doing their job well (and none of them talking to each other). That's the gap we exist to close.
Personalized Planning
Every financial plan is built around your goals, values, and long-term vision (not a one-size-fits-all investment strategy).
50+ Years
50+ years of combined financial sector experience
Serving Nationwide
From our home base in Rocklin, CA, we serve families, pre-retirees and business owners across the US.
"My financial life has become more complicated than expected."
Thoughts We Commonly Hear
Why Coordination Changes Everything
Most financial complexity doesn't come from bad decisions. It comes from good decisions made in isolation — an investment strategy that doesn't account for taxes, a retirement income plan that doesn't reflect the estate, a business exit that no one coordinated with the personal side.
We built Clear Wealth Strategies on the belief that financial plans only work when every piece is connected. Investments, retirement income, tax positioning, estate coordination, business planning — addressed together, inside one integrated framework, by a team that sees the whole picture.
50 Years of Combined Experience
We bring more than 50 years of combined experience in financial planning and wealth management to every client relationship. Our advisors hold advanced degrees that reflect deep, specialized training across the full spectrum of financial planning disciplines.
- 50+ years of combined financial sector experience
- Advanced designations across planning, investment, and retirement disciplines
- Affiliated with Cambridge Investment Research (member FINRA/SIPC)
- Registered to serve clients in 22 states
- In-person office in Rocklin, CA, serving the greater Sacramento and Placer County region
