Who We Are

“Truthfully, I like to see things grow. We start by building a foundation – weather it’s estates, legacies, business or bank accounts; not just in small ways but in BIG ways. I like looking past the obvious to find the unseen path. Family estates and legacies, businesses and bank accounts. Helping build a foundation. And not just in small ways, but in BIG way. I like looking past the obvious to find the unseen path.”

“I grew up in an entrepreneurial family. Growing a small business meant planning was part of my daily life. I learned how to listen, assess, then chart the course. This same degree of planning and attention is my process for working with my clients. Focusing on their goals, wealth and family. What’s important and precious to my clients, is just as important to me.”

Fidelity is the largest privately-owned investment firm in the US. Being a family held company allows them to be proactive and responsive, which makes them a perfect fit for the CLEAR approach. Partnering with them gives us the flexibility we require to effectively serve clients whose needs may not conform to the restrictions that often go along with the large firm experience. They’ve also earned a reputation for conducting themselves with integrity.

Sowell Management is a privately held Registered Investment Advisor (RIA), providing financial advisors with an established path and suite of customized solutions – enabling advisors to be in business for themselves but not by themselves. A pioneer as a fee-based fiduciary since 1995, Sowell has affiliated assets of $4B. Headquartered in North Little Rock, Arkansas, with advisors nationwide, Sowell embraces a core-value culture that drives who they are as a company and as people.