Investment Services

Which Investment Service
is Right for You?

At Clear Mountain Investments, we are dedicated to providing access to a full array of investment service options for your financial planning needs. Whether you are looking for Asset Allocation, College Savings, Risk Management, or Business, Retirement or Estate Planning, our knowledgeable and experienced team can help you through the process to determine your options.

Our Investment office is located in Morgantown, WV and proudly services North Central West Virginia and Oakland, Maryland. Contact our team today to learn more.

View Investment Services

Please view the various Investment services offered by Clear Mountain Investments advisors for all of your financial planning needs. We invite you to contact our team to help guide you through the various financial services.

Asset Allocation

The implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio. Asset allocation does not ensure a profit or protect against a loss.

Business Planning

Business planning typically has two key aspects, one focused on making profits and the other focused on dealing with risks that might negatively impact the business.

Retirement Planning

The process of determining retirement income goals and the actions and decisions necessary to pursue those goals.

College Savings

Allow individuals to contribute to an account to pay a beneficiary’s qualified higher education expenses, such as tuition, fees, books, supplies, and room and board.

Estate Planning

Preparing for the transfer of a person's wealth and assets after his or her death.

Risk Management

The forecasting and evaluation of financial risks together with the identification of procedures to avoid or minimize their impact.

Sign Up For A Free Financial Review

Allow our Investment team to provide a free financial review in order to create a custom plan tailored to your specific goals and needs.

Schedule An Appointment With An Investment Specialist

Have questions? Not sure where to start? No worries. Allow our team at Clear Mountain Investments to help get you started. It’s easier than you think!

 

Give us your feedback!

We want to hear about your experiences at Clear Mountain Bank. If you have a comment, suggestion, or just want to let us know about a great experience you had at your local branch, please send us your feedback using the form below. Don’t include any confidential personal information or account numbers in your comments. Please note that this form is for general comments only. If you have a question or problem that needs immediate attention, please visit the Contact page.