Clear View Wealth Advisors

Our Mission

Tax Wealth Network / Clear View Wealth Advisors is a team of experienced financial professionals dedicated to providing comprehensive financial planning and tax optimization services to high-income individuals, business owners, and retirees. We believe in proactive tax planning as the foundation for achieving financial success and building wealth.

Who We Are

Our team consists of highly skilled professionals who hold esteemed designations such as Certified Financial Planner (CFP), Certified Retirement Planner (CRPC), and Accredited Estate Planner (AEP). We are dedicated to delivering personalized, objective advice and solutions tailored to your unique financial situation.

What Sets Us Apart

• Fee-Only Model: We are fiduciaries, meaning we only get paid by our clients. We have no incentive to sell financial products or services.
• Proactive Tax Planning: We take a forward-looking approach to tax planning, identifying potential savings and maximizing deductions and credits before they appear on your tax return.
• Personalized Plans: We work with you to develop a tailored financial plan that aligns with your individual goals, risk tolerance, and financial circumstances.
• On-Going Support: We are committed to providing ongoing support and guidance to help you implement your plan and achieve your financial goals.

Our Services

We offer a comprehensive range of services designed to address all aspects of your financial life. This includes:

• Business Consulting: Strategic planning for business owners to maximize profits and minimize taxes.
• Business Services: Accounting and financial support for small businesses.
• Tax Planning & Preparation: Comprehensive tax planning, compliance, and filing services for individuals and businesses.
• Retirement Planning: Guidance on maximizing retirement accounts, planning for withdrawals, and mitigating taxes.
• Estate Planning: Developing robust estate plans to protect your assets and ensure a smooth transition of wealth.
• Wealth Management: Professional investment management and financial planning to grow and preserve your wealth.

Our Commitment

Tax Wealth Network / Clear View Wealth Advisors is dedicated to providing our clients with personalized, ethical, and transparent financial guidance. We are committed to helping you achieve your financial goals and live a financially secure life.