Steve Roth is a financial professional with Clear Water Capital who brings more than 25 years of experience helping individuals, families, and business owners pursue their financial goals with confidence.
Born and raised in Buffalo, New York, Steve developed a strong appreciation for hard work, integrity, and community—values that continue to guide his approach to serving clients today.
Throughout his career, Steve has been dedicated to providing personalized financial guidance, helping clients navigate retirement planning, investments, wealth preservation, and long-term financial strategies. He believes that successful financial guidance begins with understanding each client's unique goals, values, and vision for the future.
At Clear Water Capital, Steve takes a relationship-driven approach, working closely with clients to develop customized strategies designed to help them build, manage, and protect their wealth over time.
Known for his accessibility, transparency, and commitment to exceptional service, he strives to simplify complex financial decisions and provide clear, practical guidance through every stage of life.
Outside of the office, Steve enjoys spending time with his family. He and his wife, Jodi, have been married for 25 years and are proud parents of two children, Julia and Reagan. An avid golfer and downhill skier, Steve enjoys the challenge, discipline, and lifelong learning that both pursuits require—qualities that also shape his approach to helping clients pursue their financial goals.
Steve is passionate about building lasting relationships and serving as a trusted resource for clients and their families. His goal is to help clients gain greater financial clarity, make informed decisions, and move forward with confidence toward their financial future.