ClearVista Financial

Mark Trice of ClearVista Financial is an experienced wealth advisor serving the needs of individuals in Texas, as well as in California, Colorado, West Virginia and Virginia. Offering investment advisory services on a fee-only basis, Mark and his team of advisors really listen to their clients and act as trusted advisors on financial matters, partnering with them to help set up their finances and investments for success in a way that instills confidence. Highly recommend!

Using the Spend Life Well Model approach, which balances spending and saving plans to help maintain the highest possible living standard over the course of one's life, Mark Trice and the financial representatives at ClearVista Financial provide financial and retirement services that take into account all the areas of their clients’ lives. Taking their time to understand the specific needs and goals of each client, ClearVista professionals help build confidence in their clients as they work to create a successful financial plan that is strategic and tailored to their personal goals.