Clearwater Financial

Our Values

As we strive to serve the best interest of our clients, we are guided by our company's four values, which we refer to as C.A.R.E.


  • Consider the customer in all you do
  • Exceed expectations of all customers—surprise and delight them
  • Build long-term relationships, over short-term gains
  • Give back meaningfully to the communities we serve


  • Do what you say you will do
  • Be accountable for, and proud of, your conduct and work product
  • If things change, let people know
  • Know what you are talking about. Know your numbers


  • Respect and seek to understand differences
  • Listen and seek to understand before speaking
  • Build trust in every relationship
  • Take advantage of and learn form different perspectives
  • Leverage innovation as a competitive advantage


  • Maintain the highest standard of integrity
  • Value open, honest, and two-way communication
  • Avoid any actual or perceived conflict of interest
  • Comply with the letter and the spirit of the law