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Clearwater Wealth Management
Josh Thomas Banwart
Wealth Management Advisor and Co-Founder|CFP®, ChFC®, RICP®, CLTC®
Helping Clients Get The Most Life Out Of Their Wealth
Creating Confidence Through Consistency
We believe the starting point of any financial conversation should be with you—your life, your family, your business, your priorities, and your goals. We listen to who you love, how you want to take care of them and what you want life to look like. Together we can work to build a framework through planning to help you get the most life out of your wealth.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4