Clearview Wealth Management

Clearview Wealth Management, operating as SherClar, Inc., is a privately-owned North Carolina corporation founded in 2013 by Eric Clark. The firm specializes in comprehensive wealth management, offering individualized financial planning and investment management solutions. Clearview's services include retirement planning, education saving strategies, tax, risk management, and estate planning. The firm manages approximately $170 million across 140 client relationships on a discretionary basis. As a Fee-Only financial advisor, Clearview adheres to a fiduciary standard of conduct, acting in clients' best interests without receiving commissions or other forms of compensation from outside parties. The fee structure is tiered based on assets under management, with an annual fee ranging from 1.0% to 0.50%. Clearview uses Charles Schwab & Co., Fidelity Investments, and National Advisors Trust Company as custodians. The firm's investment strategy focuses on diversified portfolios comprising cash, fixed income, alternative investments, and equities. Clearview emphasizes risk mitigation and long-term growth, avoiding market timing and high-risk strategies. The firm's associates, including Eric Clark, Cheryl Sherrard, Treven Ayers, and Anne Douglas, hold the Certified Financial Planner™ (CFP®) designation. The team follows a strict code of ethics, ensuring transparency, fairness, and client-focused practices. Clients receive regular portfolio reviews and financial planning updates to align with their goals and risk tolerance.