​Clearstead is an independent financial advisory firm that offers comprehensive wealth management and investment consulting services to high-net-worth families and institutions across the United States. As a fiduciary, Clearstead provides personalized strategies encompassing tax planning, financial planning, trust administration, and investment management to help clients achieve their financial objectives and build lasting legacies . The firm also offers institutional investment consulting, partnering with organizations to develop disciplined investment strategies and robust governance frameworks . Clearstead’s commitment to excellence is reflected in its nearly 40-year history, a team of over 270 professionals, and a fiduciary approach that prioritizes clients’ best interests .​