Clearview Wealth Management

Clearview Wealth Management Since 2007, my ultimate goal has been helping people design long-term, diversified strategies to achieve their goals.

I take a progressive approach and utilize investments that are both cost-efficient and high value.

The average college senior graduates with credit card debt. How will your kids manage money?
07/18/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

The financial risks to consider when evaluating self insurance?
07/15/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
07/11/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math migh...
07/08/2026

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math might surprise you. Read on to see how time can do the heavy lifting for you.

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

The key to healthcare in retirement might be a patchwork of different choices.
07/04/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
07/01/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

What steps might help you sustain and grow your retirement savings? This piece explores them.
06/27/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.
06/24/2026

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.

Protect yourself against the damage that your homeowners policy doesn’t cover.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
06/20/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

Address

6768 Loop Rd
Centerville, OH
45459

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19373129750

Website

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