CCPWealth

07/14/2026

You've Built a Great Practice. Now Give It a Great Home.

If you're an experienced financial advisor with 5–10+ years of experience who has built an established practice, earned the trust of your clients, and today manages approximately $100 million or more in client assets, we'd like to introduce ourselves.

At Clearwater Capital Partners, we're intentionally growing our team with advisors who believe exceptional client service is built on trust, collaboration, and long-term thinking.

We've created an environment where experienced advisors can focus on what they do best: serving clients, working alongside accomplished professionals, and delivering sophisticated advice supported by an independent fiduciary model, modern technology, and a culture grounded in stewardship.

The next chapter of your career shouldn't simply be about changing firms. It should be about finding a place where your values, your clients, and your work can thrive.

If you're beginning to think about what comes next, we'd welcome a confidential conversation.

https://ccpwealth.com/careers/

07/09/2026

Success is rarely defined by a perfect path. It's defined by how many times you're willing to get back up.

In this clip from Entrepreneurial Legacies, Joie Chitwood shares a powerful perspective on resilience and the mindset required to keep moving forward when life doesn't go as planned.

The setbacks will come. What matters most is what you do next.

Listen to the full conversation at the link below.

https://ccpwealth.com/clear-conversations/

07/08/2026

Twenty years. Countless stories. One shared purpose.

As we celebrate Clearwater Capital Partners' 20th anniversary, we're looking back through the eyes of the people who have helped shape our journey and make Clearwater what it is today.

We are kicking off a new series by asking our team a series of questions. Our first:

"Describe Clearwater in three words."

Their answers reflect the values, culture, and commitment and continue to guide where we're headed next.

07/07/2026

A few weeks ago, James Chapman had the privilege of presenting a Clearwater Capital Foundation scholarship through Dollars for Scholars EB211.

At Clearwater Capital Foundation, one of our core giving priorities is empowering women and girls with the resources, education, and opportunities they need to build a sustainable future.

This scholarship recipient is a testament to the lasting impact of investing in education. We are honored to play a small part in her journey and look forward to seeing all she accomplishes.

Congratulations to our scholarship recipient.

To learn more about Dollars for Scholars EB211, visit: https://excelbeyond211.dollarsforscholars.org/index.php?section=chapterWebsite&action=main&fwID=2259

07/06/2026

Change has never moved this fast, and will never again move this slowly. At Clearwater Capital Partners, we see that as an invitation.

We’re growing our team of advisors, financial consultants, and professionals who want more than a platform. They want a purpose-driven, innovative, boutique RIA where craftsmanship, character, and collaboration matter.

- Independent, fiduciary, client‑first
- Cutting‑edge tech stack and dedicated innovation leadership
- Recognized as a Best Place to Work in Illinois
- Philanthropic impact through the Clearwater Capital Foundation

If you’re an experienced advisor, consultant, or wealth management professional who wants to build the next chapter of your career in a high‑caliber environment, let’s talk.

Interested? Get in touch with us by visiting www.ccpwealth.com or by messaging us directly.

07/04/2026

This Fourth of July marks a historic milestone as America celebrates 250 years of independence.

It's a reminder that the greatest legacies are built over time through vision, stewardship, and a commitment to future generations.

Wishing you a safe and memorable Independence Day as we celebrate 250 years of opportunity and the enduring spirit that continues to shape our nation.

06/30/2026

Behind every great cause is a story worth sharing. 💙

Phil caught up with Pam Orr, Executive Director of Fellowship Housing, to talk about the life-changing work happening every day to empower single moms as they build a new legacy for their families.

At Fellowship Housing, women receive more than a place to live. Through safe housing, financial education, and personalized support, they're given the tools to achieve lasting independence and create brighter futures for their children.

We're proud to partner with Fellowship Housing as one of our Charity Supercar Show beneficiaries.

https://ccpwealth.com/event/2026-clearwater-capital-charity-supercar-show/

Fellowship Housing

06/26/2026

We're kicking off a new chapter of Entrepreneurial Legacies with the launch of our Sports Series, featuring our first incredible guest, Joie Chitwood, Executive Director of the Presidents Cup & PGA Tour.

In this upcoming episode, John Sleeting sits down with Joie Chitwood, Executive Director of the 2026 Presidents Cup and a longtime sports executive whose career spans some of the most iconic venues and events in motorsports and golf.

Tune in on July 1st as we launch the Entrepreneurial Legacies Sports Series with a conversation you won't want to miss.

06/25/2026

Ownership is one of the most important and often most challenging conversations a family can have.

In this clip from Entrepreneurial Legacies, Dr. Kent Rhodes shares why defining "family," establishing governance, and thoughtfully structuring ownership can help protect both the enterprise and the relationships that matter most.

The goal is not to limit access to wealth. It is to create clarity, preserve continuity, and safeguard the business for future generations.

Listen to the conversation more at the link below.

https://ccpwealth.com/clear-conversations/

06/24/2026

When life changes in an instant, financial decisions shouldn't be rushed.

The loss of a spouse is one of life's most difficult transitions. In his latest InvestmentNews article, Jeffrey DeHaan shares why the most valuable thing an advisor can do during this time is slow the process down, provide clarity, and lead with empathy.

Thoughtful planning is not just about preserving wealth. It is about creating stability when clients need it most.

Read the full article: https://www.investmentnews.com/news/expert-advice/when-a-client-loses-a-spouse-slow-down-and-lead/266912

The first instinct of a surviving spouse is often to act fast. The advisor's job is to pump the brakes and hold the course