ClearPath Capital

ClearPath Capital Partners is an innovative, independent firm based in San Francisco, CA, offering forward-thinking wealth management services to entrepreneurs, founders, and tech executives in the Bay Area and beyond. With a focus on providing distinctive guidance and a unique client experience, their team of professionals leverages expertise and problem-solving skills to help clients define and pursue their vision of financial success.

Specializing in investment management and strategic wealth planning, ClearPath Capital Partners takes a collaborative approach to provide clarity and confidence around clients' preparedness for the future. Through a dedicated investment management process, they aim to be trusted advisors, offering personalized recommendations and monitoring progress to create a more financially secure plan tailored to each client's goals.

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