Are you a good fit?

That’s a great – and a fair – question. 

First, we want to remind you that we strive to build long-term and lasting relationships with our clients so that they can be confident that someone is standing with them and ready to help through each season of their personal and financial life. For this reason, you need to be confident that we are the right place for you. 

On our part, when we first meet we’ll be open and transparent about our approach and allow you to ask us any question that might be important to you. But in our experience, we think you would be a good fit for Clearstone if: 

• You think it is important to work with someone who treats you as a person, and not an account; someone who takes the time to listen and learn about you before doing anything else. 

• You believe your entire wealth – your investments, your business, your career, your practice, your real estate, all of it – should be a part of your comprehensive financial plan. 

• You want to work with a team that is dedicated to helping you achieve and enjoy the life you want. 

• You want someone who will design and manage your investment and retirement portfolios to support your life, your situation, your goals, your uniqueness. 

• You’re not just looking for an advisor, but a “partner” to help you understand your present situation and help you see what your future could look like.  

• You want someone who will proactively reach out to you when the market is going through a period of sustained losses, and not just when things are going well. 

• You understand and value the advice professionals can bring to this important part of your life.