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Careers

Our Expertise
- THE CLEARSIGHT Analysis
  
  Through our complimentary analysis, we review your current financial documents and assets to provide recommendations to ensure the longevity of your wealth.
- Private Wealth Management
  Our comprehensive wealth management services are designed to help you build a secure and prosperous legacy for yourself and future generations.
- Institutional Investment Consulting
  Our customized investment consulting is designed to help you meet your return objectives, empowering your organization to serve your community or employees effectively.
- Advisory Solutions
  Our suite of investment expertise and resources help elevate your advisory offerings, so you can deepen client relationships, focus on strategic planning, and enhance efficiency.

Our Value
- Our Locations
  
  Our national team of professionals serve clients in 47 states and are spread across nine offices.
- Our Story
  Our journey reflects a commitment to excellence, innovation, and collaboration, as we strive to help our clients secure a thriving legacy.
- Our Team
  We’re here to support your goals with the expertise, dedication, and accessibility you expect from a trusted partner.
- Our Commitment
  Our commitment to being good corporate citizens grows as we grow, and we continue to make progress through our internal initiatives.

Resource Hub
- ALL RESOURCES
  
  Looking for something specific? View our full Hub, where you can filter by topics and authors.
- Latest News
  Our firm is growing and making an impact in the financial industry.
- Financial Guidance
  Whether you’re interested in learning about tax strategies, asset allocation, family trust companies, or retirement plan design, our professionals share their expertise on a variety of topics.
- Market Perspectives
  Our in-house research team provides insights into market trends and economic developments to help you stay informed.

Back to full team

Allen C. Berg

Senior Managing Director

Allen C. Berg

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Larry Bernert, III, CFA

James Barsella

1100 Superior Avenue East, Suite 700
Cleveland, Ohio 44114
Phone: 216-621-1090

Additional Locations

Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country, as a fiduciary. It provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.

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Private Wealth Management
Institutional Investment Consulting
Advisory Solutions
Clearstead Trust
Clearstead Avalon Trust

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