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

Investing with Clarity and Vision

ClearView Wealth Management is a full-service investment firm, serving the needs of high net worth clients and small to medium-sized businesses, providing investment and advisory services through our Broker/Dealer, Centaurus Financial, Inc.

We help our clients create, build and retain wealth. We utilize non-correlated alternative and traditional investment products to provide a broad array of financial services to clients, based upon an asset allocation plan that diversifies* their investment portfolio, maintains substantial liquidity and is designed to preserve their assets and provide monthly income.

Our goal is to help our clients create financial independence and achieve their long-term objectives. Our clients work hard for their money. Our job is to make their money work hard for them.

We welcome the opportunity to work with you and help you build wealth for your future. To learn more about our products and services listed below, please contact us.

Fee Based Investments for Liquidity

  • Stocks
  • Bonds
  • Mutual Funds

Income Based Investments

  • Business Development Companies (BDCs)
  • Real Estate Investment Trusts (REITs)
  • Energy *
  • Equipment Leasing
  • Real Estate Funds *
  • Fixed Indexed Annuities
  • Variable Annuities

Estate/Legacy Strategies

  • Self-insuring for Health & Welfare; Inflation Protection; Guaranteed Income
  • Estate Planning
  • Wealth Preservation & Transfer
  • Whole Life Insurance
  • Universal Life Insurance
  • Fixed Indexed Universal Life Insurance
  • Living Trust
  • College Funding
  • Charitable Giving

Small Business Solutions

  • Pension Plans (401k, SEP, Defined Benefit, etc.)
  • Key Man Insurance
  • Buy/Sell Agreements
  • Expansion/Transition Planning

* Asset allocation and diversification do not guarantee a profit or protect assets in a declining market.
** Accredited investors only: those with a net worth of $1,000,000 or more (not including the value of their primary residence) or an annual income of at least $200,000 for individuals or $300,000 for married couples.

This is not an offer to buy or sell securities of any kind. Offers to purchase securities can only be made by means of a prospectus or private placement memorandum which can be obtained by contacting our office.