Clearwater Private Wealth Advisors

Our experience in comprehensive and personalized financial advice, including estate planning and asset management strategies, helps LGBT couples make critical decisions. Together, using our exclusive Confident Retirement® approach, we navigate complex issues such as second-parent adoption, weighing the tax implications of marriage, and making the most of workplace benefits and Social Security. We strive to help all our clients gain the financial confidence they need to pursue their passions and live life on their terms — today and in the future.


Advisors

Ryan Perkins, Private Wealth Advisor serving the Fort Wayne, IN area - Ameriprise Advisors

Ryan Perkins

CFP®

Private Wealth Advisor

Managing Partner of Clearwater Private Wealth Advisors
Visit Ryan Perkins's website
Tracie Luley, Associate Financial Advisor serving the Fort Wayne, IN area - Ameriprise Advisors

Tracie Luley

AAMS®

Associate Financial Advisor

Financial Planning Specialist
Visit Tracie Luley's website
Kevin McKay, Financial Advisor serving the Fort Wayne, IN area - Ameriprise Advisors

Kevin McKay

Financial Advisor

Investment Specialist
Visit Kevin McKay's website

Team

Heather M. Saddington

Heather M. Saddington

Administrative Assistant

Qualifications

  • with Ameriprise since 2016

Roles & Responsibilities

  • Client Support
  • Client Scheduling
  • Office Administration
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Logan R. McDirmit

Logan R. McDirmit

Operations Specialist

Sheri M.B. Richardson

Sheri M.B. Richardson

Operations Specialist