CCPWealth

Call Directions Website Contact the business

CCPWealth Clearwater Capital Partners
Investment advice offered through Clearwater Capital Partners, a Registered Investment Advisor. https://lnk.bio/pYwS

Kevin Rochford and Jacob Clark attended the 2026 Family Wealth Alliance Fall Forum: Growth Accelerators in Chicago, join...
10/19/2026

Kevin Rochford and Jacob Clark attended the 2026 Family Wealth Alliance Fall Forum: Growth Accelerators in Chicago, joining industry peers for three days of meaningful conversations, fresh perspectives, and insights on intentional growth.

From exploring organic growth strategies and the evolving role of AI in advisory firms to examining emerging sources of wealth and the private market landscape, the forum offered valuable opportunities to learn, exchange ideas, and strengthen relationships across the industry.

We’re grateful for the opportunity to connect with fellow professionals and bring new perspectives back to Clearwater.

10/14/2026

“A healthy man has a thousand wishes; a sick man has but one.”

A powerful reminder of how easily we can take our health, time, and everyday lives for granted.

In our latest episode of Entrepreneurial Legacies, we reflect on health, perspective, and what truly matters most.

When we step back, the things we once wished for can look very different.

🎧 Listen to the latest episode here: https://ccpwealth.com/clear-conversations/

10/13/2026

One word. Countless ways to describe what makes Clearwater, Clearwater.

As we celebrate 20 years, we’re reflecting on the people, values, and connections that have shaped our culture and continue to move us forward.

Congratulations to Carter King on earning the Qualified 401(k) Administrator (QKA®) credential from the American Society...
10/09/2026

Congratulations to Carter King on earning the Qualified 401(k) Administrator (QKA®) credential from the American Society of Pension Professionals & Actuaries (ASPPA).

The QKA® credential reflects specialized knowledge in defined contribution retirement plans, including 401(k) plan administration, compliance, nondiscrimination testing, contributions, distributions, and reporting.

This achievement represents Carter's continued commitment to expanding the technical expertise needed to help plan sponsors navigate the complexities of retirement plan administration and provide knowledgeable guidance throughout the life of a plan.

https://ccpwealth.com/news/carter-king-earns-the-qualified-401k-administrator-qka-credential/

At the end of September, Clearwater team members Conor Durkin and Carter King attended Refuge for Women’s 10th Anniversa...
10/08/2026

At the end of September, Clearwater team members Conor Durkin and Carter King attended Refuge for Women’s 10th Anniversary Gala, celebrating a decade of creating pathways toward healing, freedom, and a brighter future for survivors of trafficking and exploitation.

The evening centered on impact, community, and hope. Together, attendees helped raise nearly $120,000 to support Refuge for Women’s mission and the women they serve.

We’re grateful to have been part of such a meaningful evening and to support an organization making a lasting difference in others' lives.

Last week, the Clearwater team brought a little friendly competition to the office with the inaugural Clearwater Cup! ⛳️...
10/07/2026

Last week, the Clearwater team brought a little friendly competition to the office with the inaugural Clearwater Cup! ⛳️

Inspired by the Presidents Cup, teams worked together to design and build their own mini golf courses, each with a unique theme and plenty of creativity. Then, it was time to put the courses to the test during happy hour!

From course design to the final putt, it was a great way to celebrate the team, enjoy friendly competition, and have some fun together outside the day-to-day.

A big thank you to everyone who brought their creativity and competitive spirit to the Clearwater Cup!

Recently, we had the privilege of welcoming the Naval War College Foundation and U.S. Naval War College Provost Dr. Mich...
10/06/2026

Recently, we had the privilege of welcoming the Naval War College Foundation and U.S. Naval War College Provost Dr. Michael O’Hara to Chicago for an afternoon of thoughtful conversation and connection.

Hosted alongside NWCF Regional Director and Trustee Emeritus Kevin Rochford, the discussion explored the role of wargaming in preparing leaders to navigate complexity, challenge assumptions, and make informed decisions in an increasingly dynamic world.

Drawing on his experience as Chair of the Wargaming Department and Dean of the Center for Naval Warfare Studies, Dr. O’Hara offered a fascinating perspective on how wargaming helps leaders test ideas, explore complex challenges, and prepare for what comes next.

We are grateful to Kevin Rochford, Dr. O’Hara, the Naval War College Foundation, and everyone who joined in Chicago for an engaging afternoon.

10/05/2026

Where distinction met the world’s most prestigious stage. Looking back at an incredible weekend spent at Medinah Country Club for .

Four days. Incredible golf. Meaningful conversations.We were proud to be part of a unique opportunity to experience the ...
10/02/2026

Four days. Incredible golf. Meaningful conversations.

We were proud to be part of a unique opportunity to experience the 2026 Presidents Cup at Medinah Country Club. It was an unforgettable week of international competition, hospitality, and connection.

From Thursday through Sunday, we shared in the energy of the event while creating space for conversations that extend well beyond the golf course.

It was an unforgettable week and another reminder of the value of bringing people together, creating meaningful experiences, and making memories that last well beyond the event itself.

Address

2800 W Higgins Road, Ste 1025
Hoffman Estates, IL
60169

Opening Hours

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

Telephone

+18478418650

Alerts

Be the first to know and let us send you an email when CCPWealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to CCPWealth:

Shortcuts

Share