Clearwater Capital Partners was established by John Chapman in 2006 in response to the prevalent shortcomings within the financial industry, including conflicts of interest, non-disclosure of material facts, and broken promises. Recognizing the critical need for genuine advice on real issues, our firm set out to redefine industry standards.
Investors deserve far more than the fragmented sales pitches often delivered by Wall Street. At Clearwater, delivering honest and competent advice guides our every action. The principles and insights that shaped our business model from the outset continue to be fundamental to our operations.
Our firm has grown primarily through referrals, a testament to our enduring client loyalty. Today, we are a well-established and thriving firm.
