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Investment Management


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Planning


Estate
Planning


Tax Planning Strategies


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Clearview Wealth Partners

Our innovative approach to investment strategies is scalable, flexible, and interoperable. We give you — the client — the advantage to find success in today’s competitive finance world.


James Westermeyer: CA Ins. Lic. #0C17637
Kenneth Micheal Lemas: CA Ins. Lic. #0J08364
William Roland: CA Ins. Lic. #0778291
Ashley Sawyer, CFPA: CA Ins. Lic. #0K40896

  • contactus@cvwpartners.com

Disclosure

The financial consultants of Clearview Wealth Partners are registered representatives with, and Securities and advisory services offered through LPL Financial, a registered investment advisor. Member of FINRA/SIPC.

The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states for Securities: AZ, CA, CO, CT, DC, FL, GA, HI, ID, IN, KS, MA, MD, NJ, NV, OH, OR, PA, TN, TX, WA, WO, WY

For Insurance: AZ, CA, CT, FL, HI, MD, MI, MO, NV, NY, OR, PA, TX, UT, WA, WY

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