Clearstone Wealth Advisors - Welcome!
Are you unique?
Yet feeling like just another number?
We believe you are special and deserve to be treated in a warm, professional manner.
Hi I'm George Piper, partner of Clearstone Wealth Advisors. We are a growing team of wealth management specialists that truly values our clients!
Our primary objective is to help our clients make wise decisions surrounding their wealth. At Clearstone Wealth Advisors we use a proprietary process that helps our clients clarify their goals.
We work with our clients over their lifetime to identify risks and capture opportunities. Our education and experience provide powerful tools to help you achieve your dreams.
Hi I'm Marc Arthrell, partner of Clearstone Wealth Advisors. If you are 35 to 50 years old, a business owner or professional, with family income above $150,000, I have the expertise and support to help you achieve your dreams.
Are you between 50 and 70 years old with over 500,000 dollars in assets? I am a retirement income specialist and Legacy Wealth Coach. I help clients who are entering the transcendence phase of their lives create and implement wealth management plans and estate plans that are aligned with their closely held values.
To summarize, what we provide is simply referred to as "planning on purpose".
Both Marc and I have served as the president of the Ottawa Chapter of Advocis, with over 500 financial / wealth advisors as members. Please feel free to view our credentials.
We also encourage you to visit our website at clearstonewealth.com
As an Ottawa VideoPages user we invite you to call our office to schedule a complimentary one hour consultation.
Contact Clearstone Wealth Advisors for the client experience and the wealth management plan you deserve.