Advisor at Clearwater Wealth Management
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Firm
Clearwater Wealth Management
Location
Midlothian, TX
Credentials
CFP®, Series 63, Series 65
Industry experience
19 years
Douglas Roberts Jr. is a CFP® professional with 19 years of industry experience. He is the sole advisor at Clearwater Wealth Management and previously spent 10 years at GuideStone Financial Resources. Outside of financial advising, he serves as a project manager for Southern Brothers Roofing in Waxahachie, TX. Clearwater Wealth Management offers discretionary asset management and financial planning services without additional fees for planning. The firm uses a combination of fundamental and technical analysis with Monte Carlo simulations to guide investment decisions and requires clients to custody assets at Schwab Advisor Services.
Based on Clearwater Wealth Management
1.00% annually
Midlothian, TX
Texas
Southern Brothers Roofing
2025 - Present (1 year)
Clearwater Wealth Management LLC
2025 - Present (1 year)
Unemployed
2025 - 2025 (1 year)
GuideStone Financial Resources
2015 - 2025 (10 years)
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They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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