Clearwell Group

What is Clearwell Group?

Clearwell Group is a family office based in Tampa, Florida, United States focusing on building a legacy of significance and stewardship through a multifaceted investment strategy. They believe in a ripple effect, helping others make a difference in numerous ways, thereby facilitating a strong family culture that transcends generations.

Their services encompass investment management, estate planning, philanthropic advisory, and family business consulting. They operate with an integrated approach, which involves understanding the values and complex challenges of their family clients in order to assist them in reaching their goals and supporting causes they are passionate about.

Clearwell Group's private equity endeavors continue to reinforce their values with an emphasis on creating lasting impact within their community and beyond. They also prioritize empowering businesses and individuals to foster success and, ultimately, share in their vision, culture, and stewardship.

The services of Clearwell Group also extend to partnering with entities like Valor Environmental and Advanced Drying Systems, reflecting their commitment to character, success, and philanthropic efforts—both locally and globally. Their website emphasizes the importance of knowing their families well and places significant value on the relationships fostered through their business, offering a testament to the group's dedication to personalized service and involvement in each family's unique story.

What they say:

We are an investment business operating as a family office.

What we look for: We invest in the service industry and wealthtech solutions.