CLEARVIEW PRIVATE WEALTH LLC is a fiduciary firm built for investors who want a direct partnership with their advisor
We offer institutional-grade strategies, including performance-based portfolios, without the bureaucracy of a traditional bank. We don't just "set it and forget it." We combine deep fundamental analysis with active technical analysis. Your portfolio is managed directly by our founder; not by a committee or an algorithm.
Your Fiduciary Partner
As a state-registered Investment Adviser, we are legally bound to a fiduciary standard. This means our advice is always required to be in your best interest. We don't answer to a bank or sales quotas, we answer to you.
Our founder and chief investment officer
Meet Your Advisor:
Investors deserve a direct, transparent partnership. At many large firms, your portfolio is managed by a distant committee you'll never meet. At Clearview, you work directly with the founder and Chief Investment Officer: Matthew Agnetti.
Prior to founding the firm, Matthew worked for years in a management role within the financial services industry. Helping review financial needs and guide the decisions of many clients. These clients had a vast array of unique goals and financial situations.
Matthew's entire approach is built on the active, hands-on management that sophisticated clients demand. He bypasses generic models and instead applies a disciplined, blended strategy, not some cookie cutter copy and paste portfolio.
This rigorous process, combined with his Series 65 qualification and an unwavering fiduciary commitment, ensures your portfolio is managed with skill and accountability. Matthew founded Clearview to provide a true performance-aligned partnership, not a sales relationship.
Our "Conflict-Free" Pledge
— At ClearView, we adhere to a strict Code of Alignment- The financial industry is filled with "Hybrid Advisors" professionals who wear a Fiduciary hat to plan your future, but switch to a Salesman hat to sell you products. We believe you cannot serve two masters. You cannot maximize a client's wealth while maximizing a broker's commission.
— No Insurance for Investment- We are licensed to sell insurance products. We choose not to. We believe insurance should be used for protection (term life), not accumulation (IULs/Whole Life). We refuse to recommend products that lock up your liquidity for years just to generate an upfront commission for us.
— No Hidden Caps- We believe in capturing the market's full return. We do not use capped products that limit your upside.
— 100% Fee Transparency- Our revenue comes from one source: You. We do not accept kickbacks, 12b-1 fees, or commissions from third parties. This ensures that when we recommend an investment, it is because we believe it will grow your wealth, not our paycheck.
Our Disciplined, Blended Approach, to active management
QUALITY & DOMINANCE
The Result: Your Portfolio
DYNAMIC RISK MANAGEMENT
We don't chase hype; we hunt for undeniable quality. Our process focuses on 'Mega Cap' industry leaders - companies with fortress balance sheets, dominant market share, and resilient cash flows. We aren't looking for a bargain; we are looking for the gold standard. We invest in the proven engines of the global economy that are built to lead, regardless of market cycle.
DYNAMIC RISK MANAGEMENT
The Result: Your Portfolio
DYNAMIC RISK MANAGEMENT
We are not wizards; we are disciplined operators. We don't pretend to predict every market turn. Instead, we manage exposure. When markets disconnect from reality and drop, we scale in - aggressively acquiring high-quality assets at a discount. As prices rise and euphoria sets in, we scale out - systematically locking in profits. By holding more shares near the lows than the highs, we aim to mathematically outperform the passive investor who simply rides the roller coaster.
The Result: Your Portfolio
The Result: Your Portfolio
The Result: Your Portfolio
This is the outcome of our discipline. A portfolio built to weather storms and capture growth. By combining high-quality assets with active exposure management, we aim to deliver asymmetric returns; participating in market rallies while fiercely defending your capital during drawdowns. It is not just about making money, it is about keeping it. This is a fortress for your wealth, not a casino.