Our Purpose
Our purpose is to uphold the four pillars that founded our company: Competence, Character, Chemistry, and Culture.
Our Promise
Our promise is to deliver a plan that is clear, understandable, tax efficient, and up to date based on your current and future goals.
Our Process
Our process involves a collaborative approach that helps maximize your potential to meet your life goals.
David Treft, CFP®, CPA
Wealth Advisor
david.treft@cpwealthadvisors.com
David Treft is the President and Founder of ClearPoint Wealth Advisors. David has been working within the financial services industry as a wealth advisor for nearly 20 years prior to founding CPWA in 2020. In addition to his Certified...
Michael Treft, CFP®
Wealth Advisor
michael.treft@cpwealthadvisors.com
Michael Treft joined CPWA in May of 2020 upon graduating from the University of Cincinnati. Prior to joining the team full-time, Michael served as an intern in Dave Treft’s office while completing his Bachelor’s degree in...