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Insure

We believe that risk management is as important as wealth accumulation.

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Invest

We believe that understanding what is important to you is the most critical part of an investment strategy.

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Plan

Many clients plan their finances by simply buying financial products 'ala carte'.

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Welcome to ClearscopeWealth. We are a boutique firm that focuses on the design and coordination of employee benefit and retirement plans.  Our clients come to us from many sources, but they stay with us because of our process-oriented approach and world class service.  Whether you are a business or an individual, let ClearscopeWealth integrate and coordinate your strategies!

Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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Be Storm Smart: How to Prepare for Extreme Weather

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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