At Clearwater Wealth Management we pride ourselves in offering a seamless service of distinct quality, professionalism and expertise covering varying aspects of wealth management, all backed by the successful St. James's Place Group.

Our emphasis is to maintain a long-term relationship with clients, the majority of whom choose to continue a working relationship with us indefinitely, appreciating our wealth management firm as a source of trusted advice as their financial needs evolve over the years. We do this by ensuring we always use a straightforward four-point process to guarantee together we’re making the right choices for your future.

We very much look forward to building a professional and valued relationship with you in the future.

Meet our Partners

Please use the links below to learn more about the team.