ClearView Investment Partners, LLC.

ClearView Investment Partners, LLC. ClearView Investment Partners provides wealth management services to small and medium businesses and private clients.

Founder, Robert Sorge understands how complex and overwhelming the world of investing can be. That’s why ClearView will take a complete look at your financial picture, including both existing obligations and future goals, and develop plans that are appropriate for you or your plan. Robert believes financial confidence can come from having a sound, lifetime financial plan built as a result of a collaborative effort between a client and an advisor. ClearView Investment Partners is a full-service consulting firm located in Florham Park, NJ. Through the firm's alignment with LPL Financial, the nation’s largest independent broker/dealer in the nation*, the financial professionals have access to an expansive catalog of services and resources, including objective market research, compliance oversight, innovative technology and ongoing consulting and training.

*As reported by Financial Planning magazine, June 1996-2021, based on total revenue. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, Member FINRA/SIPC, http://www.finra.org and http://www.sipc.org. Investment advice offered through Private Advisor Group a registered investment advisor. Private Advisor Group and ClearView Investment Partners, LLC are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit http://www.clearviewinvestmentpartners.com.

A meaningful financial conversation does not have to start with account balances or investment returns. It can begin wit...
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A meaningful financial conversation does not have to start with account balances or investment returns. It can begin with a simple question about goals, concerns, or priorities. Sometimes, the right question can lead to valuable insights. Start with one question today.

Here are simple ways to get started.

Retirement planning can give you more freedom and flexibility to spend time with family, travel, volunteer, work because...
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Retirement planning can give you more freedom and flexibility to spend time with family, travel, volunteer, work because you choose to, or pursue interests you’ve set aside. Your financial plan should help support the lifestyle and goals that matter most to you.

Explore the next chapter you get to author.

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Retirement is not a destination where everyone arrives and lives the same way. It is an open chapter with countless possibilities. Whether your future includes family, travel, consulting, volunteering, or something entirely unexpected, you have the opportunity to shape the story.

The shift from pensions changed the story.

Retirement offers something many people have not experienced in years, the ability to spend time according to their own ...
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Retirement offers something many people have not experienced in years, the ability to spend time according to their own priorities. That freedom can be used to rest, reconnect with family, serve others, travel, or finally pursue the dreams that were delayed for decades.

Retirement is becoming more personal.

A retirement lasting 25 or 30 years presents a very different financial challenge than one lasting just a few years. Dec...
09/01/2026

A retirement lasting 25 or 30 years presents a very different financial challenge than one lasting just a few years. Decisions made before retirement can affect your financial well-being for decades, making thoughtful long-term planning more important than ever.

See how retirement has changed over 75 years.

The next big business opportunity might be in acquiring established companies, not starting new ones. With many owners r...
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The next big business opportunity might be in acquiring established companies, not starting new ones. With many owners retiring, more businesses are changing hands. A new visual newsletter explores this trend and the numbers behind it.

Traditional industries quietly outlast startups

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Your portfolio is more than a performance number.

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Successful businesses often focus on needs, not trends. Pest control, self-storage, plumbing, and HVAC services address everyday issues like moving, repairs, or home maintenance. Their constant relevance makes them essential and creates a compelling business story.

Are business owners ready for the wave?

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This checklist shows you the difference.

Many families add a child to a property deed to simplify estate planning, but may overlook the tax consequences. Transfe...
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Many families add a child to a property deed to simplify estate planning, but may overlook the tax consequences. Transferring ownership during life can forfeit the step-up in cost basis, potentially leading to higher capital gains taxes later.

Intentions are great. Outcomes matter. Here's what to know.

Address

325 Columbia Tpke
Florham Park, NJ
07932

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19738452460

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