CCPWealth

10/09/2026

Congratulations to Carter King on earning the Qualified 401(k) Administrator (QKA®) credential from the American Society of Pension Professionals & Actuaries (ASPPA).

The QKA® credential reflects specialized knowledge in defined contribution retirement plans, including 401(k) plan administration, compliance, nondiscrimination testing, contributions, distributions, and reporting.

This achievement represents Carter's continued commitment to expanding the technical expertise needed to help plan sponsors navigate the complexities of retirement plan administration and provide knowledgeable guidance throughout the life of a plan.

https://ccpwealth.com/news/carter-king-earns-the-qualified-401k-administrator-qka-credential/

10/08/2026

At the end of September, Clearwater team members Conor Durkin and Carter King attended Refuge for Women’s 10th Anniversary Gala, celebrating a decade of creating pathways toward healing, freedom, and a brighter future for survivors of trafficking and exploitation.

The evening centered on impact, community, and hope. Together, attendees helped raise nearly $120,000 to support Refuge for Women’s mission and the women they serve.

We’re grateful to have been part of such a meaningful evening and to support an organization making a lasting difference in others' lives.

10/07/2026

Last week, the Clearwater team brought a little friendly competition to the office with the inaugural Clearwater Cup! ⛳️

Inspired by the Presidents Cup, teams worked together to design and build their own mini golf courses, each with a unique theme and plenty of creativity. Then, it was time to put the courses to the test during happy hour!

From course design to the final putt, it was a great way to celebrate the team, enjoy friendly competition, and have some fun together outside the day-to-day.

A big thank you to everyone who brought their creativity and competitive spirit to the Clearwater Cup!

10/06/2026

Recently, we had the privilege of welcoming the Naval War College Foundation and U.S. Naval War College Provost Dr. Michael O’Hara to Chicago for an afternoon of thoughtful conversation and connection.

Hosted alongside NWCF Regional Director and Trustee Emeritus Kevin Rochford, the discussion explored the role of wargaming in preparing leaders to navigate complexity, challenge assumptions, and make informed decisions in an increasingly dynamic world.

Drawing on his experience as Chair of the Wargaming Department and Dean of the Center for Naval Warfare Studies, Dr. O’Hara offered a fascinating perspective on how wargaming helps leaders test ideas, explore complex challenges, and prepare for what comes next.

We are grateful to Kevin Rochford, Dr. O’Hara, the Naval War College Foundation, and everyone who joined in Chicago for an engaging afternoon.

10/05/2026

Where distinction met the world’s most prestigious stage. Looking back at an incredible weekend spent at Medinah Country Club for .

10/02/2026

Four days. Incredible golf. Meaningful conversations.

We were proud to be part of a unique opportunity to experience the 2026 Presidents Cup at Medinah Country Club. It was an unforgettable week of international competition, hospitality, and connection.

From Thursday through Sunday, we shared in the energy of the event while creating space for conversations that extend well beyond the golf course.

It was an unforgettable week and another reminder of the value of bringing people together, creating meaningful experiences, and making memories that last well beyond the event itself.

10/01/2026

What if we approached our health with the same intentionality we bring to our wealth?

Diet and exercise may be part of the answer, but true longevity is more nuanced. It takes a thoughtful plan, experience, and often, the wisdom of those who have walked the path before us.

“We don’t have to make every mistake.”

Out today, the first episode in our new series centered around health and longevity.

A conversation about living well, learning from others, and investing in what matters most.

Listen now: http://ccpwealth.com/clear-conversations

09/30/2026

Sometimes the door you’re praying for is the one you never expected to walk through.

After selling his company, John Aiello expected his next chapter to involve serving on boards, working with startups, and teaching at Kellogg.

Then, over lunch at Olive Garden, his pastor asked him a question he never saw coming:

“Would you consider running this ministry?”

His immediate response?

“Absolutely not.”

But sometimes purpose takes you somewhere you never planned to go.

Hear the full story on the latest episode of Entrepreneurial Legacies, where John shares how faith, entrepreneurship, and an unexpected invitation shaped the next chapter of his life.

https://ccpwealth.com/clear-conversations/

09/28/2026

The next great wealth story isn’t about what women inherit. It’s about what they make possible.

As more wealth transfers to women, the conversation is evolving from financial security to something bigger: influence, purpose, family, and the ability to create meaningful impact.

Wealth creates choices. Influence is what we do with them.

In her latest insight, Melissa Dailey-Newman explores the changing conversation around women, wealth, and the opportunity to use financial resources intentionally to strengthen families, empower the next generation, and make a lasting difference.

Read the full insight: https://ccpwealth.com/insight/the-next-great-wealth-story-isnt-about-inheritance-its-about-influence/

Drive your legacy forward with tailored wealth services, expert guidance, and exclusive opportunities curated for ultra-high net worth families.

09/23/2026

More data does not always mean better decisions.

When we measure slow-moving things too frequently, the noise can start to look like a signal. In investing, that can lead to reacting to short-term market movements instead of staying focused on the long-term plan.

The goal is not to track less. It is to understand which numbers matter, when they matter, and how they fit into the bigger picture.

James Chapman explores the psychology behind our relationship with data and why, sometimes, less frequent measurement can lead to better decisions.

Read the full insight: https://ccpwealth.com/insight/the-great-data-debate-when-does-more-data-become-a-detractor/?utm_source=chatgpt.com

Drive your legacy forward with tailored wealth services, expert guidance, and exclusive opportunities curated for ultra-high net worth families.