Clearwater Private Wealth Advisors
Mission: We strive to make your life better by helping build clarity and confidence in your financial future.
Vision: To be the most trusted, referred, and impactful wealth management team in the communities we serve.
Market Commentary
Daily and weekly commentary and analysis of the equity and bond markets from Wells Fargo Investment Institute.
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
What We Do
Our Services
Advisory Services
Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.
Investment Products
Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.
Estate Planning Strategies
Everyone could use an estate plan. It’s not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. In either case, here’s helpful information to begin thinking about your plan.
Retirement Planning
Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We’ll look at your whole picture. Together, we’ll prioritize your goals for the future and map out a financial course to help you achieve them.
College Savings Plans
As a parent or grandparent, you’re probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available).
Insurance
You can’t avoid all risks in life. Insurance can play a key role in helping preserve your assets and achieve your financial goals. It’s all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer’s. Find out why we recommend insurance as part of your investment plan.
Awards
We are proud to announce we have been selected for the following awards:
2025 Forbes Best-in-State Wealth Management Teams
2024 Forbes Best-in-State Wealth Management Teams
Five Star Wealth Manager
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
This award was issued on 09/01/2025 by Five Star Professional (FSP) for the time period 11/27/2024 through 05/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1904 Indianapolis-area wealth managers were considered for the award; 133 (7 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 1,650, 143, 9%, 9/1/24, 11/14/23 - 5/31/24; 2023: 1,594, 132, 8.28%, 9/1/23, 11/14/22 - 5/31/23; 2022: 1673, 131, 8%, 9/1/22, 12/27/21 - 6/24/22; 2021: 1716, 128, 7%, 9/1/21, 12/7/20 - 7/2/21; 2020: 1786, 143, 8%, 9/1/20, 12/2/19 - 6/12/20; 2019: 1659, 153, 9%, 9/1/19, 11/19/18 - 6/28/19; 2018: 1588, 149, 9%, 9/1/18, 12/28/17 - 7/23/18; 2017: 1164, 182, 16%, 9/1/17, 12/29/16 - 7/13/17; 2016: 1083, 332, 31%, 8/1/16, 1/15/16 - 7/21/16; 2015: 1743, 348, 20%, 9/1/15, 1/15/15 - 7/21/15; 2014: 2009, 360, 18%, 9/1/14, 1/15/14 - 7/21/14; 2013: 1624, 413, 25%, 9/1/13, 1/15/13 - 7/21/13; 2012: 1375, 387, 28%, 9/1/12, 1/15/12 - 7/21/12. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com. PM-04302027-8533583.1.2
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