Eustache Clerveaux, CFP®, CPWA®, EA, MBA

Helping you build wealth today, protect it for tomorrow, and create a legacy that inspires future generations.

Life is messy—I get it. As a professional myself, I’ve faced the challenge of balancing a demanding career, family, and future aspirations. Managing finances on top of it all can feel overwhelming, which is why I’m passionate about helping professionals like you find clarity and peace of mind.

My clients are often advancing in their careers, climbing the corporate ladder, and working hard to secure a brighter future for their families. They seek guidance to simplify the complexities of their financial lives and create stability amidst life’s demands.

As a CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Private Wealth Advisor® (CPWA®), I specialize in designing personalized strategies that reflect your values and hard work. Whether it’s creating comprehensive wealth plans, managing stock options and equity compensation, or planning for tax-efficient transfers, trusts, and charitable giving, I offer tailored solutions to meet your unique goals.

With experience at Morgan Stanley and JPMorgan Chase, along with advanced education from NYU and theUniversity of Chicago Booth, I bring a blend of expertise and empathy. My approach is centered on simplifying your financial life, so you can focus on what truly matters—your family, your future, and your dreams.