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Corporate Office
3047 78th Ave SE, Ste. #203
Mercer Island, WA 98040
Phone: (206) 850-5280

About Us

 

The ClearView Group was founded in 1986 by Bob and Leslie Cannon as a management consulting firm with clients ranging from the Arizona State Supreme Court, REI and Arthur Andersen to IBM, Starbucks and the 3M Corporation.  In 1996, ClearView turned its focus solely to financial services, operating as The ClearView Group, Inc.  In 2004, ClearView Wealth Management, LLC was formed to more clearly define the company's focus as an investment advisory firm for our clients.

Since Bob's passing in 2015, Leslie has been looking for the best option for ClearView going forward.  Having interviewed and researched a number of individuals and firms interested in partnering with her, she ultimately picked Steven Schwartz to take over operations with the same love and care Bob and Leslie strived for.  Personal and family issues led Leslie to make the decision to retire sooner than later.  In 2019, Leslie will work with Steven to make the transition for all their clients.

Bob and Leslie have known Steven since 2012, when they joined Centaurus Financial.  Over the years they kept in contact and have developed a trusted relationship.

Today, ClearView is blessed and thankful to represent our clients and their families all over the country seeking to grow, protect and preserve their wealth while maintaining substantial liquidity; investing in products designed to generate monthly income; and by insuring their assets for the long-term.