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Clearstead is an independent high net worth private and institutional client financial advisory firm that was founded in 1989 and is based in Cleveland, Ohio. Clearstead serves high net worth individuals, families, and related entities, in addition to institutions such as endowments and foundations, hospitals, and retirement funds. Clearstead’s private client services include tax planning and compliance, financial and estate planning, family office counsel, and trust services. Clearstead’s institutional services include development of investment policy, asset allocation, investment selection, and performance and compliance reporting.

Transaction Details:

Location: Cleveland, OH
Investment Date: 2022
Investment Status: current

Flexpoint Ford Team: