Clearview Wealth Solutions, LLC

Clearview Wealth Solutions provides discretionary investment management and related financial services to individuals (including high‑net‑worth clients), trusts, corporations, partnerships and other entities; the brochure reports approximately $41.7 million in discretionary assets under management across about 30 client relationships. The firm implements five core strategies—Core Equity, Dividend Growth, Concentrated 20+ Growth, Core Fixed Income, and Core Balanced—delivered through separately managed, customized portfolios.

The firm’s investment process combines top‑down economic analysis with bottom‑up security selection and quantitative optimization, and it draws on third‑party research and software tools described in the brochure. Portfolios are tailored to client objectives and tax circumstances—explicitly noting tax‑loss harvesting and customization around highly appreciated “legacy” holdings—and its fixed‑income approach focuses on short‑ and intermediate‑term investment‑grade bonds (minimum A rating, maximum 15‑year maturities).

Noteworthy for a firm of this size, the brochure indicates Clearview distributes periodicals or client newsletters, a communication practice that is uncommon among peers. The firm also discloses it does not participate in wrap fee programs or charge performance‑based fees, and it relies on custodial relationships (e.g., institutional trading, research and reporting services) to support its small, highly customized client base.