Our Clients
Financial planning is an intensely personal exercise. While our team works with clients who have varying degrees of investable assets, income levels, demographic profiles and personality traits, we have found that our strongest and most successful relationships are with clients who have specific characteristics.
Our clients are young professionals, pre-retirees or retirees who:
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Understand, appreciate and value financial advice
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Want a financial advisory team who is caring, honest, transparent, and who is prepared to take the time to understand their unique circumstances and goals
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Recognize the importance of developing and adhering to a comprehensive/holistic financial plan
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Understand that a successful client/advisor relationship is a partnership where both the client and the advisory team have responsibilities
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Are open and transparent about all matters that impact them financially
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Prefer to work on a fee-based platform where the costs for our services are clear
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Have a minimum of $100,000 in investable assets
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Prefer to work with a single financial advisory team who understands their entire financial situation
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Care for their families
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Are patient and disciplined in their investment approach
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Are aware of the importance of income tax minimization
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Are willing to refer like-minded individuals
Client Experiences
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The ClearRock team goes above and beyond with everything they do. They are organized and attentive and know all our family history. They played a huge role in our succession and estate planning. They clearly explain everything to us, they care, and we are not just another ‘number.’ They are friendly and feel like family.