Clearview Wealth Partners
Clearview Dashboard
  • Home
  • About Us
  • Meet Our Team
    • Partners
    • Financial Planners
    • Staff
  • Our Services
    • Investment Management
    • Retirement Planning
    • Estate Planning
    • Tax Planning Strategies
    • Business Ownership & Succession
    • Insurance & Risk Management
    • Employee Benefits
    • Executive Consulting
  • News
  • Contact Us
Site Logo

Our Services


Investment Management


Retirement
Planning


Estate
Planning


Tax Planning Strategies


Business Ownership & Succession


Insurance & Risk Management


Employee
Benefits


Executive Consulting

Your Goals Are Our Focus

LEARN MORE

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

Navigation

  • Home
  • Meet Our Team
  • About Us
  • Our Services
  • News
  • Contact Us
  • Disclosure
  • Clearview Dashboard

© 2022, Clearview Wealth Partners

3D Digital Logo
Disclosure  •  Private Policy  •  Disclaimer