Skip to content

Rethink with Clearscope

Clearscope provides solutions in all lines of benefits including insurance, HR consulting, and retirement plan administration. Our expertise allows us to give best-in-class integrated advice to go along with our best-in-class service.

Keeping at the forefront of tax law changes can be a complex task but can provide compelling benefits when done correctly. Our team offers effective Tax, Accounting, and Business Services backed by decades of experience you can rely on.

Clearscope specializes in planning strategies such as wealth management, retirement planning, estate planning, insurance solutions and more. Our holistic approach, with our white glove service, allow us to provide clients with a best-in-class experience.

Clearscope Approach


Clearscope is a team of professionals specializing in employee benefits, HR, retirement plan administration, wealth management, tax, and accounting. While we provide software solutions to make everyone’s life easier, we are a professional services firm that offers technology, not a tech firm that dabbles in professional services.


Clearscope is a full-service professional services firm offering business and individual solutions offering insurance, wealth management, hr support, tax and accounting. We combine state of the art software with concierge, high touch service.


Clearscope has offices in New York, New Jersey, and South Florida, although we serve clients from coast to coast.


The old paradigm involved companies and individuals buying products and services a-la-carte.  The new paradigm has seen tech companies entering the benefits, financial, and accounting industry with shiny, new technology, but without the proper expertise.  So the question is, do you need a tech firm to try to provide you professional services, or a professional services to provide you solutions using tech?  This contrasting perspective is why clients choose Clearscope.


Clearscope leverages the experience of its team members and integrated the latest software to deliver best-in-class solutions.

We welcome questions!

Pain or Benefit?

Clearscope has leveraged the experience of its team members and integrated the latest software to deliver best-in-class benefits, retirement, and HR solutions.