Personal Financial Services

ClearWealth
Discreet Financial Management for High Net Worth Clients

Private, personalized financial management combining traditional bookkeeping excellence with modern technology. For individuals and families who demand precision, discretion, and sophisticated oversight.

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Comprehensive Personal Financial Services

White-glove financial management tailored to your unique needs and privacy requirements.

Personal Bookkeeping

Comprehensive personal financial record management with complete privacy and discretion.

  • Bank & investment account reconciliation
  • Expense tracking & categorization
  • Personal P&L statements
  • Monthly financial summaries
  • Private client portal access

Asset Tracking

Integrated with CellaDock for comprehensive tracking of physical assets, collectibles, and valuables.

  • Vehicle & luxury asset tracking
  • Collectibles & art inventory
  • Property & real estate records
  • Valuation tracking over time
  • Insurance documentation

Estate Financial Management

Sophisticated financial oversight for estates, trusts, and multi-generational wealth.

  • Trust accounting & reporting
  • Estate transaction management
  • Beneficiary distributions
  • Legal & tax documentation
  • Multi-entity coordination

Investment Property Accounting

Detailed tracking and reporting for rental properties and real estate investments.

  • Rental income & expense tracking
  • Property-level P&L statements
  • Tenant payment management
  • Maintenance & capital improvements
  • Tax reporting & depreciation

Multi-Entity Management

Coordinated financial management across multiple entities, properties, and accounts.

  • Consolidated financial views
  • Inter-entity transactions
  • Multiple property portfolios
  • Family office coordination
  • Custom reporting structures

CFP Consulting

Strategic financial planning and advisory services from our Certified Financial Planner.

  • Financial planning sessions
  • Tax optimization strategies
  • Wealth preservation planning
  • Investment strategy coordination
  • Legacy & succession planning

The ClearWealth Difference

We understand that high net worth clients require a different level of service, privacy, and sophistication.

Complete Discretion

Your financial information is handled with the utmost privacy and confidentiality. We understand the unique needs of high net worth clients.

Dedicated Support

Direct access to your personal bookkeeper and CFP advisor. No call centers, no ticket systems—just personalized attention.

Sophisticated Technology

Access ClearHub platform with Ari AI for instant insights, CellaDock integration for asset tracking, and real-time reporting.

Led by Arna Moore, CFP®

With over 30 years of experience serving high net worth individuals and families, Arna brings deep expertise in complex financial situations, estate management, and sophisticated wealth preservation strategies.

As a Certified Financial Planner, she understands not just the bookkeeping—but the bigger picture of your financial life and legacy.

Sophisticated Technology, Simplified

Access your financial information anytime through our secure ClearHub platform.

ClearHub Platform

Real-time dashboards, custom reports, and complete financial visibility in one secure location.

Ari AI Assistant

Ask questions about your finances, get instant insights, and receive proactive recommendations.

CellaDock Integration

Track physical assets, vehicles, collectibles, and property with photos and valuations.

Custom Concierge Pricing

ClearWealth services are tailored to your specific needs. Pricing is customized based on the complexity of your financial situation, number of entities, accounts, and properties, and the level of service you require.

Starting at $2,500/month

Includes dedicated bookkeeper, CFP access, ClearHub platform, Ari AI, and CellaDock integration.

Discuss Your Needs

Limited Availability

ClearWealth maintains a limited client roster to ensure personalized attention

Arizona

Available Now

Select Markets

By Invitation

Accepting new clients on referral basis

Experience Private Financial Management

Schedule a confidential consultation to discuss your financial management needs and how ClearWealth can serve you.

Request Private Consultation