General Info

Cleartree Asset Management, Inc. is an independent comprehensive financial planning and wealth management firm. It is built on the process of developing a financial plan to serve as the foundation of the decision-making process and gives a clear path to investment selection. This allows us to help our clients bridge the gap between well thought out financial decisions and avoid the all too common human tendency to allow emotions to lead us towards less desirable outcomes. As an independent institutional investment firm, we combine the financial planning process with a wealth of financial knowledge and access to virtually all investment vehicles available. Thus, giving our clients a high probably of achieving their financial goals.