Though we now have a number of clients, we continue to serve those who own a business or professional practice, or who are self-employed. In fact, for over 20 years I’ve helped owners manage, grow and – in time – leave their business or practice on their terms.
Whether selling their company to new owners or transferring it to a new generation of family leaders, we’ve learned the importance of capturing and preserving the value of the business.
That’s why we started Clearstone: to create lasting value for our clients and their families.
In addition to being the founder of Clearstone Wealth Management, I’m a husband, a father and a grandfather. I enjoy going on motorcycle rides, trying new wines and exploring new places. I’m a life-long Cubs fan and I cheer for the Iowa Hawkeyes and the Gonzaga Bulldogs.
Occasionally I play an interesting round of golf. Even more rarely, I’ll ski.
I would enjoy meeting you and learning about what you’ve done and what you hope to do. You can call me (direct) at 877-926-6922 or send me an e-mail at firstname.lastname@example.org.