CCPWealth

08/28/2026

What does it mean to build a legacy that lasts beyond business?

On September 1, Entrepreneurial Legacies returns with John Aiello for a thoughtful conversation about entrepreneurship, faith, purpose, and the people who shape our greatest impact.

From building a pioneering cloud software company to pursuing ministry, John shares lessons from success, adversity, and the journey of discovering what truly matters.

At the heart of the conversation is a powerful question: Is our greatest legacy what we build, or who we invest in along the way?

🎙️ New episode dropping soon.

08/26/2026

Sometimes the most meaningful brands are born from the people and stories behind them.

In our latest episode of Entrepreneurial Legacies, Susan Hess, Founder and CEO of Golftini, shares the story behind the brand’s iconic pink martini logo and the personal tribute to her mother that has remained part of Golftini from the very beginning.

What started as a sketch at a martini bar became a brand built with purpose, personality, and a lasting connection to family.

Listen to the full conversation with Susan Hess on Entrepreneurial Legacies.

08/25/2026

20 years behind us. The next 20 years ahead.

As we celebrate two decades of Clearwater Capital Partners, we asked members of our team one question: What excites you most about the next 20 years?

Their answers reflect what makes this next chapter so meaningful: the people we’ll serve, the relationships we’ll build, the opportunities ahead, and the legacy we’ll continue creating together.

Here’s to what’s next.

08/24/2026

Retirement planning is about more than knowing whether you have enough saved.

Where will you live? How will you spend your time? When should you claim Social Security? What about taxes, healthcare, long-term care, and your estate plan?

In his latest insight, Greg Davis explores 11 important questions to consider before retiring, offering a broader perspective on preparing for the transition into a new chapter of life.

Because thoughtful retirement planning means preparing not only for what you are retiring from, but what you are retiring to.

Read the full insight here: https://ccpwealth.com/insight/thinking-about-retirement-11-questions-to-ask-yourself-before-retiring/

Drive your legacy forward with tailored wealth services, expert guidance, and exclusive opportunities curated for ultra-high net worth families.

08/21/2026

Inherited IRAs can bring significant tax and planning considerations, especially as the rules surrounding beneficiary distributions continue to evolve.

In his latest insight, Conor Durkin explores the changing landscape of inherited IRAs and compares two approaches: taking only required distributions or strategically “smoothing” distributions over the 10-year period.

The right strategy depends on a beneficiary’s income, age, future financial goals, and broader tax picture. Thoughtful planning today may help avoid an unnecessary tax burden tomorrow.

Read the full insight: Inherited IRAs: Navigating the Evolving Landscape.

https://ccpwealth.com/insight/inherited-iras-navigating-the-evolving-landscape/

Drive your legacy forward with tailored wealth services, expert guidance, and exclusive opportunities curated for ultra-high net worth families.

08/19/2026

Sometimes, staying focused is what allows a business to grow.

In our latest episode of Entrepreneurial Legacies, Susan Hess, Founder and CEO of Golftini, shares a lesson that shaped her approach to building the brand: know what you are known for, perfect it, and grow from there.

Without a large loan or endless resources, Susan had to be intentional. One shirt became one color. Success meant adding another. That discipline helped Golftini build a strong foundation before expanding beyond its lane.

A powerful reminder that growth does not always mean doing more. Sometimes, it means doing one thing exceptionally well.

https://ccpwealth.com/clear-conversations/

08/17/2026

You've built a successful practice. What could you build in the right environment?

Clearwater Capital Partners is intentionally growing our Financial Advisor team across Private Wealth Management and Family Office.

We're looking to meet experienced advisors with 5–10+ years of industry experience who have built strong client relationships and typically manage $100 million or more in client assets.

Here, independence comes with infrastructure. Entrepreneurship comes with collaboration. And growth doesn't come at the expense of exceptional client service.

We're looking for curious, relationship-driven advisors who want to keep growing, deliver more for their clients, and have a meaningful voice in the firm they're helping to build.

If that sounds like you, we'd enjoy getting to know you.

https://ccpwealth.com/career-opportunities/

08/13/2026

Innovation is no longer something to watch from the sidelines. It is something to experience, understand, and thoughtfully consider.

Our team had the opportunity to spend time with a humanoid robot on-site, offering a firsthand look at how rapidly technology is evolving and what that evolution could mean for the way we work and live.

At Clearwater Capital Partners, we believe staying forward-focused means more than keeping up with change. It means understanding it, asking better questions, and thoughtfully considering what comes next.

Sometimes, that means getting up close with the future. 🤖

08/07/2026

A legend on wheels.

Among the hundreds of incredible vehicles at this year’s Charity Supercar Show was an iconic Duesenberg, and Phil had the chance to chat with its owner, Chuck, to learn more about the history, craftsmanship, and passion behind this remarkable automobile.

As if the Duesenberg needed any more distinction, Chuck took home the show’s Crowd Favorite Award, sponsored by Bluestone Advisors, proving that this timeless piece of automotive history captured the hearts of our guests.

Some cars are built to drive. Others are built to leave a legacy.

08/05/2026

Congratulations to our own Kevin Nolte, Director of Advanced Planning, on an extraordinary evening of recognition at the 2026 Family Wealth Alliance Awards.⁠
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Kevin was honored with the inaugural Family Wealth Alliance Impact Award, presented in partnership with DAFgiving360. This distinguished recognition celebrates Young Professional Award recipients who demonstrate exceptional leadership in community engagement and philanthropy, honoring those who create meaningful impact beyond their professional achievements.⁠
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In addition, Kevin was named a 2026 Family Wealth Alliance Young Professional Award recipient, selected as one of just 20 honorees from an impressive field of 84 candidates.⁠
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Kevin was the only individual recognized with both honors, making the evening an especially meaningful milestone.⁠
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His dedication to serving clients, advancing the profession, and giving back to the community reflects the values we strive to uphold every day. ⁠
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Congratulations, Kevin, on these well-deserved achievements!⁠

https://ccpwealth.com/kevin-nolte-receives-inaugural-family-wealth-alliance-impact-award-and-2026-young-professional-award/
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