When the tax returns are completed for the year, don't just put them in the file drawer and forget about them. Use the data provided. I would hazard a guess that for many of us, answering the phone has become an exercise in frustration. If you are like me, regardless. Regardless of your stage in life, Clearview Wealth Management believes you deserve access to the expertise and personal attention of a credentialed advisor at a reasonable cost.
Located in Charlotte NC, we have advisors specializing in early career planning, executive benefit packages, and later life issues to provide expertise throughout the phases of your life. We provide comprehensive financial planning and investment management for our clients, building long-term trusted partnerships, through unbiased advice and exceptional client care.
Located in Charlotte NC, we have advisors specializing in early career planning, executive benefit packages, and later life issues to provide expertise throughout the phases of your life. We provide comprehensive financial planning and investment management for our clients, building long-term trusted partnerships, through unbiased advice and exceptional client care.
Services
Clearview Wealth Management is a privately owned, FEE-ONLY financial planning and investment management firm in Charlotte, NC, formed with a vision of making exceptional client care and ongoing financial guidance available to a wide range of individuals. Our credentialed advisors have worked together as a team for two decades.
Clearview Wealth Management was formed by a cohesive team of credentialed professionals who have a long history of working together. Recognizing the strength of their team, these individuals bring superior expertise and technical knowledge to focus the firm on individualized attention and care for each client.
Eric Clark is a NAPFA-Registered Financial Advisor, a CERTIFIED FINANCIAL PLANNER professional, and a majority owner of Clearview Wealth Management. Eric serves as a Senior Financial Advisor and Chief Compliance Officer.
With a Wake Forest Master's in Business Administration, Eric is finely attuned to the details of financial planning, using his expertise to develop customized financial plans for clients and small business owners which help guide them to sound decision-making.His prior banking experience allows him to assist clients with compensation plans and benefit packages to maximize their employer offerings.
With a Wake Forest Master's in Business Administration, Eric is finely attuned to the details of financial planning, using his expertise to develop customized financial plans for clients and small business owners which help guide them to sound decision-making.His prior banking experience allows him to assist clients with compensation plans and benefit packages to maximize their employer offerings.
Treven is a CERTIFIED FINANCIAL PLANNER professional, holder of the Certified Fund Specialist (CFS) designation, and the Chief Investment Officer for Clearview Wealth Management. As CIO and head of Clearview's Investment Committee, Treven is responsible for detailed investment research and developing the overall investment strategies for the firm.
Cheryl Sherrard is a NAPFA-Registered Financial Advisor, a CERTIFIED FINANCIAL PLANNER professional, and a minority owner of Clearview Wealth Management. She serves as a Senior Financial Advisor and the Director of Planning. With a background in mathematics, Cheryl is finely attuned to the details of the planning, using her expertise to develop customized financial plans to help guide clients to sound decision-making.
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