Clearwater Capital Partners

Clearwater Capital Partners is pleased to announce that James Chapman has been ranked #31 in Illinois by Forbes for the Top Next-Gen Wealth Advisors. According to the Certified Financial Planner Board of Standards, less than one-third of advisors today are under 40. The Forbes Top Next-Gen Advisors Best-In-State list includes 1,621 top professionals who collectively manage almost $2.8 trillion in assets. All of these professionals were born in 1985 or later and have promising careers ahead of them. Congratulations to James for this achievement! For more information on this and other headline-breaking news from Clearwater Capital Partners, please visit the link below. https://lnkd.in/g_8hft9Y #CCPWealth #MarketUpdate #EconomicUpdate #MarketTrends #AugustMarketUpdate #Forbes #NextGen #Advisors #Illinois

Episode 17 features host John Sleeting in a discussion with Lizzy Lopez, the Founder and CEO of 1349 Tequila. They explore the concept of legacy and its profound impact on her entrepreneurial journey. Lizzy reflects on her formative years in both Chicago, Illinois, and Arandas, Jalisco, Mexico. She expresses deep pride in her father and grandfather's work ethic and vision to build a better life for future generations. You can listen to the full podcast episode by visiting the link below: https://lnkd.in/ejjW6beJ #CCPWealth #EntrepreneurialLegaciesPodcast #CEOChat #ListenNow

Are you aware of the Corporate Transparency Act? Kevin Nolte of Clearwater Capital Partners shares essential insights. To learn more, visit the link below. https://lnkd.in/g24gRyJz #CCPWealth #CorporateTransparencyAct #ThoughtLeadership #Insight #NewsforYou

Melissa Dailey-Newman, CDFA®, AWMA®, of Clearwater Capital Partners was recently featured on the Daily Influence podcast with host Gregg-Brooke (Henry) Koleno, MBA. In this episode, Melissa shares her insights on the true meaning of influence and how it extends beyond social media followers. Reflecting on her 25 years in the financial services industry, she shares the importance of self-awareness, mentorship, and starting with your "why" to create meaningful impact. Follow the link below to listen to this podcast. #CCPWealth #EntrepreneurialLegaciesPodcast #CEOChat #ListenNow #PaceOfChange #FinancialEmpowerment #Entrepreneurship

🎬 CEO John Chapman and host, John Sleeting talk about how the pace of change is always accelerating. 🌟 What will the industry look like 5 years from now and 10 years from now and the skills and tools necessary today to serve our clients tomorrow.⁠ ⁠ 🎞️To see the full Entrepreneurial Legacies podcast, head to our link below. https://lnkd.in/ejjW6beJ ⁠ Investment Advice offered through Clearwater Capital Partners a Registered Investment Advisor.⁠ ⁠ #CCPWealth #EntrepreneurialLegaciesPodcast #CEOChat #ListenNow #PaceOfChange #FinancialEmpowerment #Entrepreneurship

The Clearwater Capital Endowed Scholarship benefits a student annually in the Rita and John Canning Women's Program at Harper College, providing support for application, registration, scholarships, and financial aid. Clearwater Capital Partners has been providing this scholarship since 2021 and this year's recipient of the Endowed Scholarship was Maria Guadalupe C. Maria says, “I am forever grateful for the Woman’s Program and the Clearwater Capital Scholarship for giving me the opportunity of my life.” To learn more about this scholarship and Maria's testament, please visit the link here: https://lnkd.in/gVxd44wW #CCPWealth #Endowed #Scholarship #HarperCollege #Education #Community

A few weeks ago, we presented Fellowship Housing with a check from the proceeds of our Clearwater Capital Supercar Show. We are proud to support Fellowship Housing, their organization, and the community they serve. ⁠ Fellowship Housing supports and honors single moms in times of crisis, so they can regain stability, break cycles of poverty, and build a new legacy for their families. To learn more about Clearwater Capital Partners' foundation efforts, please check the link below. https://lnkd.in/gYfSZ5f ⁠ #CCPWealth #Community #WealthManagement #Advocate #MentalHealth

We’re thrilled to announce the addition of Hayley Holmes to the Clearwater Capital Partners team as our new Communications and Marketing Specialist! Hayley brings a diverse background in corporate branding, content strategy, and digital marketing from her previous roles in residential real estate and staffing. She will collaborate directly with our Chief Revenue Officer, spearheading key company communications and marketing initiatives. To learn more about Hayley, visit the link below. https://lnkd.in/gTPSvrzV #CCPWealth #FamilyOffice #Welcome #WealthManagement

Haven't subscribed to Clear Conversations yet?🎧 Available to listen now on YouTube, Spotify, and Apple Podcast. #CCPWealth #EntrepreneurialLegaciesPodcast #CEOChat #ListenNow

Clearwater Capital Partners' Managing Partner John W. Sleeting was featured in the latest publication of @FamilyOfficeMag, writing on, "Evolution of the U.S. Multi-Family Office." To read more about John's feature, head to the link below and read more on pages 31 & 32. https://lnkd.in/gZiJfwgG #FamilyOfficeMag #FamilyOffices #CCPwealth #WealthManagement #PrivateEquity #LuxuryLifestyle #InvestmentStrategies #SuccessionPlanning #WealthPreservation