Clearstead is an institutional investment consulting and private wealth management firm. We are relentless in providing financial solutions so clients can exceed their aspirations and build legacies for their families, organizations, communities, and themselves. Our firm is majority-owned by its employees, who tackle complex investment, financial, tax, and governance needs for our institutional and private clients.
We are distinguished by our integrated investment consulting and wealth management services, which are supported by dedicated research analysts who work with our investment, financial planning, and tax teams to help clients achieve their objectives. We offer comprehensive, multi-generational wealth planning services that integrates clients' financial and estate planning, tax, family administration, and investments under one roof.
We are distinguished by our integrated investment consulting and wealth management services, which are supported by dedicated research analysts who work with our investment, financial planning, and tax teams to help clients achieve their objectives. We offer comprehensive, multi-generational wealth planning services that integrates clients' financial and estate planning, tax, family administration, and investments under one roof.
Services
Since its inception in 1989, Clearstead has been guided by the belief that objective investment advice and research are central to optimal client results. Chess Financial provided investment management and tax, estate and financial planning since it's foundation in 1986. The core of their business operated as a fee-only firm, meaning their advisers don't earn money by recommending and/or selling specific products.
Our mission is to provide solutions so our clients can exceed their aspirations and build stronger legacies for their families, organizations, communities, and themselves. We are dedicated to objectivity in investment advice, research and financial planning. We do not have proprietary financial products and our only source of revenue is advisory fees paid by clients for financial advice.
We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.
We are seeking dedicated professionals who share our core values and care about making an impact. There's a popular line at Clearstead, "There are no sharp elbows." There is a palpable sense of kindness and respect for one another; of doing what is right for clients and the firm. Because employees own the majority of the firm, our culture is collaborative and collegial, and encourages sharing of information and ideas.
In 2015, two of Clearstead's senior managing directors and shareholders - Tina Sterrett and Satricia Rice - launched what is now known as EmpowHER. By empowering women at every level, this initiative seeks to drive their success and, subsequently, the overall success of Clearstead in the form of better results for our clients.
Reviews (1)
Emiliano Angelo
Oct 15, 2021
Report
MY BEST TRADING EXPERIENCE EVER I have seen and tried different strategies and methods even lost alot of money while trying. Until i was introduce to this new strategy that got me back on track and i have been able to regain my lost money and still making consistent growth on all of my trade. Mrs Lilian Wilson is an amazing trader, she steadily lifted me out of financial penury. If you are interested and tired of losing your money You can reach her on Email: Lilianwilson220@gmail.com WhatsApp: +1 (315) 696-7425
