Business Details
37 Years
experience
Your Trusted Partner for Wealth Management Solutions
Clearstead is a national financial advisory firm dedicated to empowering wealthy families and institutions through integrated wealth management and investment consulting services. Founded in 1989, we combine deep local knowledge with a national perspective to deliver personalized financial guidance tailored to each client's unique objectives. Our team of over 270 professionals, including 28 CFA charterholders, 27 CFP certificants, and 26 CPAs, provides comprehensive solutions spanning tax planning, financial planning, trust administration, family office capabilities, and institutional investment consulting.We distinguish ourselves through a commitment to objectivity, collaboration, and intellectual freedom, ensuring our recommendations align with clients' long-term goals. Our proprietary ClearAccess platform simplifies alternative investments, while our in-house research team sources high-quality opportunities customized to individual needs. With offices across ten locations serving clients in 46 states, we maintain a fiduciary responsibility to protect and enhance legacies through disciplined investment strategies and robust governance frameworks.
Services
Wealth Management
Investment Consulting
Tax Planning
Trust Administration
Family Office Services
Private Markets
Financial Planning
Estate Planning
OCIO Services
Research & Analysis
Details
- Year established: 1989
Highlights and features
- We have over 40 professionals specializing in tax optimization strategies
- Our team includes 28 CFA charterholders and 27 CFP certificants
- We offer integrated trust services through state-chartered subsidiaries
- Our ClearAccess platform simplifies $3 billion in private market investments
- We provide institutional-grade OCIO services with 40 years of experience
Services
Wealth Management
Clearstead's Wealth Management services create customized strategies integrating tax planning, financial planning, and investment management. Our credentialed advisors address estate planning, cash flow management, and generational wealth transfer to ensure comprehensive legacy preservation. With specialized family office capabilities, we provide financial administration and governance solutions tailored to high-net-worth clients.
Investment Consulting
Our institutional investment consulting offers governance frameworks and portfolio management for endowments, healthcare organizations, and retirement plans. With 40 years of experience, we provide OCIO services, asset allocation, and manager selection supported by in-house research analysts conducting rigorous due diligence on investment opportunities.
Trust Administration
Through Clearstead Trust and Avalon Trust subsidiaries, we deliver corporate trustee services integrating with tax and investment capabilities. Our state-chartered trust companies provide administration for family trusts, foundations, and complex estate structures with seamless coordination across wealth management disciplines.
Private Markets
The ClearAccess platform offers curated private equity, credit, and hedge fund opportunities sourced by our research team. We simplify illiquid investments through streamlined administration and consolidated tax reporting while managing nearly $3 billion in private market assets for institutional and individual clients.
Family Office Services
Our family office capabilities include financial reporting, trust management, and governance education. We assist families in establishing single-family trust companies with comprehensive bookkeeping, foundation management, and intergenerational wealth transfer strategies supported by dedicated relationship managers.
People
Bradley D. Knapp
CEO & President
CFA and CAIA charterholder with extensive investment management experience. Leads strategic direction and oversees all operational aspects of Clearstead's wealth management and institutional consulting services.
Gregory P. Althans
Vice Chairman, Head of Wealth Strategy
CPA/PFS and CFP certificant specializing in wealth strategy. Focuses on integrated financial planning and tax-efficient solutions for high-net-worth families and institutional clients.
Aneet P. Deshpande
Chief Investment Officer
CFA charterholder responsible for investment strategy and portfolio management. Oversees the in-house research team that sources and monitors investment opportunities across asset classes.
Satricia A. Rice
Executive Managing Director
JD, CFA, and CIMA credential holder leading private client services. Specializes in trust administration and estate planning integration with investment management strategies.
Michael J. Moss
Senior Managing Director
CFP certificant focused on corporate development and institutional client relationships. Brings decades of experience in fiduciary services and retirement plan consulting.
Questions
What services does Clearstead offer?
We provide wealth management, investment consulting, tax planning, trust administration, family office services, and private market access through our ClearAccess platform.
Who are Clearstead's typical clients?
We serve affluent families, institutions, endowments, healthcare organizations, and retirement plans with complex financial needs requiring integrated solutions.
How is Clearstead compensated?
We operate as a fee-only advisor, earning revenue through asset-based management fees and fixed retainers for advisory services without commission-based products.
What makes Clearstead different?
Our combination of 35+ years' experience, in-house research team, proprietary ClearAccess platform, and integrated trust subsidiaries creates unique value for clients.
Where is Clearstead located?
Our headquarters are in Cleveland, OH, with offices in Hudson, OH; Deerfield, IL; Portland, ME; Santa Fe, NM; and other locations serving 46 states.
Reviews (1)
Emiliano Angelo
Oct 15, 2021
Report
MY BEST TRADING EXPERIENCE EVER I have seen and tried different strategies and methods even lost alot of money while trying. Until i was introduce to this new strategy that got me back on track and i have been able to regain my lost money and still making consistent growth on all of my trade. Mrs Lilian Wilson is an amazing trader, she steadily lifted me out of financial penury. If you are interested and tired of losing your money You can reach her on Email: Lilianwilson220@gmail.com WhatsApp: +1 (315) 696-7425
