about us wealth management educational seminars resources

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

Educational Seminars

ClearView Wealth Management provides educational seminars focusing on a variety of investments that are alternatives to stocks, bonds and mutual funds. They include syndicated real estate offerings such as Equipment Leasing, REITs, Managed Equities and Business Development Companies (BDCs).

We are currently presenting our Industry Update seminar series for accredited investors.*  The seminars begin at 11:00 am and go to 2:30 pm.  We will have eight to ten sponsors at each program and they will each spend 10 minutes giving you their insights into the current state of their segment of the investment world. We also expect to have a guest speaker at each event to share their unique perspective on the financial services industry.  You are encouraged to invite your accredited colleagues, friends and family to this presentation.

 If you would like to be added to our e-mail list to receive notification of the speakers and locations, please click here.

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