Hello and welcome! I am Adrienne, a founding partner of Clear Insight Wealth Management, a firm focused on helping those who serve chart a clear path to their best lives. From military members, Veterans, and their families to those who keep our government running and our communities safe, we are here for you.
As a military spouse, military mom, military daughter, and military granddaughter, I have experienced first-hand the way military service shapes our lives. There is no one-size-fits-all answer to life’s big questions, that’s why our firm puts clients in the driver’s seat. Today, I use my expertise to help you navigate the financial complexities that come with serving in the military, the government, or as a business owner.
At Clear Insight Wealth Management, we believe that financial planning is about more than just money. It is about aligning YOUR money with what matters most in YOUR life, whether that means planning for a second act career in international development, running a successful business, or growing your net worth to make work optional. Our clients know they can count on us to be a trusted partner on their journey, in good times and bad.
With locations in Washington State and Virginia, we are ready to serve clients in-person or remotely no matter where you are today or tomorrow.
Building, growing, and maintaining wealth while serving in the military comes with unique challenges and opportunities. Multiple CONUS or OCONUS moves, lengthy deployments, and regular TAD/TDYs all present challenges and opportunities. Sometimes these put extra money in your pocket, other times the money flows out. I’ve experienced it myself! At Clear Insight Wealth Management, not only do we help you plan for these occurrences, but we also help you look to the future and develop agile financial plans that enable you to live your best life now while planning for success in what comes next.
Our clients rely on our dynamic approach to purpose driven financial planning. Military life is dynamic. Your financial planning should be too. With advisors in Washington State and Virginia, we’re set up to help you where you are today or wherever you may be tomorrow. We offer:
- Ongoing financial planning
- Investment Management
About Adrienne
Like many military spouses, I struggled building a career before virtual positions and working from home were options. My focus on financial planning grew out of my own efforts to manage our family’s money while PCS-ing more than a dozen times across six states and 3 countries accompanied by my husband’s frequent deployments.
Through these efforts, financial planning became a passion for me and spurred me to help fellow military members and families. In 2010, I was awarded the FINRA Military Spouse Financial Counselor fellowship and completed the Accredited Financial Counselor® designation soon after. I was awarded the Penn Mutual Center for Veteran’s Affairs scholarship to The American College of Financial Services and completed the ChFC® designation in 2018 and the CFP® designation in 2019. My years working with military families and running a Volunteer Income Tax Assistance program led me to launch my first financial planning firm. In 2024, I joined forces with two other like-minded advisors to form Clear Insight Wealth Management. This partnership allowed us to fully integrate tax planning and investment management and further our mission of helping our clients use their money to live their best lives both now and in the future.
When I am not planning, I split my time as a nighttime babysitter for my grandbabies during Space Force launches, visiting my mom on the ranch, and exploring the PNW with my retired Marine husband on my Triumph. In spite of my hectic schedule, I will always take time to mentor other military spouse AFC®s and AFC® candidates.
Schedule a Free Consultation
Adrienne Ross, CFP®, ChFC®, AFC®
Clear Insight Wealth Management
Spokane, WA 99005
509-847-4079
www.MyCIWM.com