# ClearView Wealth Management

- **Website:** <https://clearviewwealthusa.com>
- **Primary alias:** `clearviewwealthusa.com`

## Description

Clearview Wealth Management provides personalized financial guidance to pre-retirees, retirees, families, and business owners seeking greater clarity and confidence in their financial decisions. Its approach centers on Your ClearPath, an ongoing financial planning process designed to bring a client’s financial picture together and adapt as goals or circumstances change. Rather than relying on a one-time plan, the firm schedules regular reviews to assess progress and implement strategies.

Services include retirement income planning, investment management, tax-efficient planning, estate and insurance planning, and guidance on wealth preservation and business transitions. Clearview also helps clients consider how savings, investments, taxes, and personal priorities work together, with strategies tailored to individual needs. Its planning process includes annual reviews, post-tax-season strategy discussions, and fall implementation meetings.

The firm emphasizes clear communication, collaboration, and simplifying complex financial choices. Its team reports more than 80 years of combined expertise and works together to review client strategies. Clearview Wealth Management is based in Washington Township, Michigan, and offers educational resources, including articles, videos, calculators, and events.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/profile.php?id=61580941057531)
- [linkedin](https://linkedin.com/company/110458965)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idOTKV35V9/w/432/h/132/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791978530083)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Regal Blue | #01406b | accent |
| Tundora | #444444 | dark |
| White | #ffffff | light |

## Fonts

- Lato — asset _(google)_
- Helvetica Neue — asset _(custom)_

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_Source: <https://brandfetch.com/clearviewwealthusa.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._