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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 46 states and are spread across ten 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

Shirley Baldwin, CPA, CFP®

Senior Managing Director

Shirley Baldwin, CPA, CFP®

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James Barsella

David Wohlabaugh, CFS®

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.

Quick Links

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

Legal Statement
Privacy Policy
SEC Disclosures