Clear Insight Wealth Management
Fee-Only, Fiduciary Financial Planning for Military Families, Veteran Business Owners, and Government Employees
Your goals are our goals.
We help people with complex financial lives build a clear, confident path forward. Through personalized financial planning, disciplined investment management, and integrated tax guidance, we turn financial complexity into clarity, so you can focus on what matters most.
Who We Are
Clear Insight Wealth Management is a holistic, fee-only wealth management firm specializing in financial planning for military families, veteran business owners, and government employees. We bring clarity to complex financial lives through personalized planning, strategic investment management, and proactive tax coordination. As a fiduciary firm, we are legally obligated to act in your best interest. Always. No commissions. No hidden incentives. Just straightforward advice aligned with your goals.
How We Work
YOUR PERSONALIZED FINANCIAL PLAN
We start by listening. By understanding your life, your priorities, and the decisions you face, we help align your money with your values and long term goals. The result is a comprehensive, written financial plan, designed to bring clarity, confidence and direction. Then, we provide ongoing guidance as your life evolves.
CUSTOMIZED INVESTMENT MANAGEMENT
Our investment management approach is personalized, strategic, and plan-driven. We design and manage portfolios that align with your comprehensive financial plan, your timeline, and your risk tolerance, not market trends or product incentives. We charge 1% of assets under management annually with no additional commissions.
INTEGRATED
TAX PLANNING
Tax planning is a foundational part of our wealth management process, not an afterthought. We incorporate proactive tax strategies, including Roth conversion planning, bracket management, and IRMAA avoidance, throughout the year, so tax-related decisions support your long-term financial goals. Tax preparation services are available through our sister company, Clear Insight Tax.
Our services are designed for people navigating complex financial transitions and decisions. We specialize in helping:
Military Families transitioning from service to civilian life
Business Owners managing cash flow, taxes, retirement plans, and succession
Families planning for the long-term care of a child with Special Needs
Couples Merging Finances and building a shared financial foundation
Near-Retirees designing a sustainable retirement income strategy
With 38 years of combined experience, our team provides structured guidance across financial planning, investment management, and strategic tax coordination.
Client-Focused. Fiduciary. Fee-Only.
Clear Insight Wealth Management operates as a fiduciary, fee-only firm. Always. That means no commissions, no hidden incentives. Our advice is guided by your best interests, so you can move forward with confidence.
Frequently Asked Questions
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Clear Insight Wealth Management is a fee-only, fiduciary wealth management firm based in Spokane and Vancouver, WA, serving clients virtually across the United States. We specialize in comprehensive financial planning, personalized investment management, and integrated tax guidance for military families, veteran business owners, and government employees.
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Yes. Clear Insight Wealth Management operates as a fiduciary at all times. This means we are legally and ethically required to put your interests first, provide objective advice, and disclose any potential conflicts of interest. We do not earn commissions on investment or insurance products.
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We primarily serve military families, veteran business owners, government employees, and individuals navigating major financial transitions such as military separation, business ownership, retirement planning, or caring for a child with special needs. We work with clients virtually across the U.S. and in person in Spokane and Vancouver, WA.
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Clear Insight Wealth Management is a fee-only firm, meaning clients pay us directly — we earn no commissions. Financial planning starts at $300 per month for individuals. Investment management is offered at 1% of assets under management annually. Fees are always disclosed and agreed upon before any engagement begins.
