Your Trusted Investment Advisory Partner

Providing disciplined investment guidance and long-term financial strategy with clarity and integrity.

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a person stacking coins on top of a table

Rated 5 stars by clients.

Contact

★★★★★

Your Trusted Financial Advisory Partner

CLEARVIEW CAPITAL ADVISORS LLC is dedicated to helping individuals and families build and preserve long-term wealth. With a disciplined, research-driven approach, we prioritize transparency, risk management, and strategic planning to support your financial goals.

black and silver laptop computer
black and silver laptop computer

150+

15

Years of Combined Financial Experience

Client Consultations Completed

Investment Advisory Services

Helping you pursue long-term financial growth with disciplined strategy and professional guidance.

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green plant on brown round coins
Financial Planning & Wealth Management

Comprehensive financial planning to support retirement goals, income planning, and wealth preservation.

Risk Management & Asset Review

Ongoing portfolio monitoring and performance reviews to help maintain alignment with your long-term objectives.

Portfolio Strategy & Allocation

Customized investment strategies designed to align with your goals, time horizon, and risk tolerance.

Client Feedback

Hear from our satisfied clients about their experiences with Jerry.

Clearview Capital Advisors provides professional, transparent advice. I appreciate their consistent communication and strategic approach to managing my investments.

Emily Johnson
A cityscape with a real estate sign in the foreground, prominently displaying the name and phone number. Surrounding the sign are various buildings with different architectural styles, some with scaffolding and green netting. The scene features a mix of older, worn structures alongside modern glass-fronted buildings. Power lines and construction materials add to the urban complexity.
A cityscape with a real estate sign in the foreground, prominently displaying the name and phone number. Surrounding the sign are various buildings with different architectural styles, some with scaffolding and green netting. The scene features a mix of older, worn structures alongside modern glass-fronted buildings. Power lines and construction materials add to the urban complexity.

New York

Working with Clearview Capital Advisors has given me clarity and confidence in my financial plan. Their guidance is thoughtful, disciplined, and always focused on my long-term goals.

A weathered brick building facade features an artistic mural on its garage door, depicting a busy scene in greyscale. Vines grow over the white wall and the old wooden door in the center, providing a touch of greenery. An old, faded sign above the mural reads 'Real Estate.' The setting is illuminated by sunlight.
A weathered brick building facade features an artistic mural on its garage door, depicting a busy scene in greyscale. Vines grow over the white wall and the old wooden door in the center, providing a touch of greenery. An old, faded sign above the mural reads 'Real Estate.' The setting is illuminated by sunlight.
Michael Smith

New York

★★★★★
★★★★★
Clearview Capital Advisors

Independent investment advisory services focused on disciplined strategy and long-term financial planning.

Contact

info@clearviewcapitaladvisors.site

917-808-1066

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