At ClearscopeWealth we believe that understanding what is important to you is the most critical part of an investment strategy. Through your one on one relationship with your wealth advisor, we will design a custom plan that makes sense for you.

Transparency is one of our primary objectives when working with clients. The investment industry has a reputation of hidden fees and high up front costs. At ClearscopeWealth we believe that trust works with transparency. Your advisor will let you know what the expect from the beginning. You’ll know what we are doing for you, how your tracking towards your goals, and what all of your fees are with no surprises.