Build your financial future.
Pittsburgh athletes who want to get faster and fitter can hire a trainer. Local college students who want to excel can enlist a tutor. When planning for retirement is your goal, it's time to turn to Clearview Wealth Management Group®. Whether you want to map out a long-term strategy or get a portfolio check-up, this knowledgeable team can help get your personal finances into better shape. They'll work with you to create a personalized financial management program designed with a goal to work toward your specific objectives. As a Clearview Federal Credit Union member, you receive a no-cost, no obligation annual financial check-up.
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Investment Planning
Manage your financial future with a goal-oriented savings plan.
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Retirement Planning
Living the retirement of your dreams means making your money last.
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Education Funding
You can never start too early on a serious college savings strategy for your children.
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Estate Planning
Strategize your legacy and preserve your assets in the most advantageous way.
Meet your investment professionals
To schedule a no-obligation over-the-phone or in-person appointment, contact a Clearview Wealth Management Group® advisor.
Request a no-cost, no obligation appointment with an investment professional
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
LPL Financial Form CRS
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Clearview Federal Credit Union and Clearview Wealth Management Group® are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Clearview Wealth Management Group®, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Clearview Federal Credit Union or Clearview Wealth Management Group®. Securities and insurance offered through LPL or its affiliates are:
| NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY | NOT CREDIT UNION GUARANTEED | NOT CREDIT UNION DEPOSITS OR OBLIGATIONS | MAY LOSE VALUE |
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Clearview Wealth Management Group® is not registered as a broker-dealer or investment advisor.
* Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Clearview Federal Credit Union and Clearview Wealth Management Group® are not registered as a broker-dealer. Registered representatives of LPL offer products and services using Clearview Wealth Management Group®, and may also be employees of Clearview Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Clearview Federal Credit Union or Clearview Wealth Management Group®. Securities and insurance offered through LPL or its affiliates are:
| NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY | NOT CREDIT UNION GUARANTEED | NOT CREDIT UNION DEPOSITS OR OBLIGATIONS | MAY LOSE VALUE |