Our Philosophy

For most families, investing in the financial markets is a mystery. Confused by an over abundance of information and an extremely limited amount of time to devote to it, people find themselves searching for that special someone to help them make sense of it all. The journey to be more financially aware often leads to poor asset allocation, unorganized planning and inferior investment results. Here at ClearVision Wealth Management we help develop an independent financial environment with expectations over a realistic period of time, and can keep investors inside their "comfort zone" with regard to risk.

This philosophy of investing is typically based on several principles: Defined Goals, Discipline and Evaluation. What makes this philosophy unique is, that it doesn't rely on the past investment performance of any financial analyst or the track record of any one investment strategy. What it does is combine the needs of the investor with the long term trends of the financial markets to let the needs of the investor and money get together, to potentially address their goals. This is an on-going ever changing process, much like life, that is why it needs strict evaluation and regular input from both parties. With a consist line of communication between the financial associate and client we can stay on top of both the changing needs of the investor and the changing trends in the economy, so "Together Addressing Goals" now becomes possible.