Today’s financial industry is experiencing unprecedented change—conflict in large global organizations, merger upheaval, increasing regulatory standards and a record number of financial advisors in motion. From a client standpoint, there has been a lack of trust in the traditional brokerage firm model, coupled with a need for transparency and more holistic wealth management. Clearbrook recognizes these industry changes as well as client needs and sees opportunity.

Clearbrook understands that every advisor’s business model is different. As an open-architecture firm, Clearbrook can connect advisors in transition to its third-party network or, for suitable advisors, offer its own advisor-centric model.

Clearbrook aligns both advisor and client interests. It allows advisors to conduct business in an independent environment—open architecture across the full product spectrum, and access to an independent institutionally-based research organization. For clients, their advisor has access to a wealth of resources through our internal capabilities and referral arrangements—sound investment and strategic advice, retirement planning, banking services, philanthropic advice, ethics driven investment solutions, and estate and legacy planning expertise, to name a few.