Clear Wealth Strategies is a financial planning and wealth management firm based in Rocklin, California. It works with successful individuals, families, and business owners whose financial decisions have become increasingly interconnected. The firm’s integrated approach aims to coordinate wealth, retirement, taxes, estate planning, business needs, and legacy goals, helping clients bring their financial priorities into alignment.

Its services include comprehensive financial planning, investment and wealth management, retirement income planning, proactive tax planning, estate planning, and business planning. For business owners, planning may address succession, transition, and life after ownership. The firm also offers a complimentary estate plan as an accessible starting point. To support financial education, Clear Wealth Strategies provides webinars and podcasts, and clients can schedule a consultation with an advisor.

The firm is located at 2210 Plaza Drive, Suite 300, in Rocklin, and can be reached by phone or email. Securities are offered through registered representatives of Cambridge Investment Research, Inc., and advisory services through Cambridge Investment Research Advisors, Inc. Cambridge does not provide tax or legal advice.