Clearwater Capital Partners

Clearwater Capital Partners

Financial Services/Consulting

About Us

Clearwater Capital Partners is an independent wealth management firm serving the needs of both individual and institutional clients; locally and across the United States. We bring an uncommon degree of professional experience and practical insight. And, we take pride in the sophistication of our advice.

Our services are aligned to tackle the complexities of an ever-changing world. We work hard to help our clients make thoughtful and informed decisions and we never stop fine-tuning the quality of our client experience.

We place a premium on commitment, objectivity and transparency. We embrace the fiduciary duty we have for our clients - putting their objectives before all else. Our independence allows us the freedom to develop world-class solutions - without interference or a proprietary product bias. We serve in accordance with our core beliefs, and always with the utmost discretion and confidentiality.


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Rep/Contact Info

Katie Berganske-Frank
Chief Revenue Officer
  • Phone: (847) 841-8650