At ClearscopeWealth we believe that risk management is as important as wealth accumulation for your financial plan. Whether your estate planning attorney recommended life insurance for your estate or you’re a professional concerned about what would happen in the event of a disability, at ClearscopeWealth your advisor will put together a custom plan that addresses all of your concerns.

We don’t believe that 1 company or product fits all.  Our advisors act as independent brokers to help find the best products at the best price for your plan. Unlike your traditional insurance broker, we look at risk management with a holistic approach. We don’t believe in “cookie cutter” solutions but rather look to build custom strategies that are suitable for your situation.