Clearview Wealth Management Charlotte Nc Careers in Charlotte, NC

Clearview Wealth Management is a privately owned, FEE-ONLY financial planning and investment management firm, formed with a vision of making exceptional client care and ongoing financial guidance available to a wide range of individuals. Our credentialed advisors have over 60 years of combined experience in the financial services industry, including 15 years working together as a team. We are dedicated to core values which keep us grounded in what is most important – providing the best possible care for our clients. Clearview Wealth Management believes in: -Commitment to a lifelong partnership with each client built on a cornerstone of trust. Clients of Clearview Wealth Management know they matter and that their advisor understands the details of their situation. -Focused expertise and technical knowledge to provide well-researched and appropriate solutions for each client. Our team members value ongoing education to strengthen and expand their areas of expertise to better meet the o