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Christopher R

Series 65, Series 63

New Bedford, MA

Clarity Retirement & Wealth, LLC

Christopher Resendes is a financial advisor at Clarity Retirement & Wealth, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company for a combined seven years. Prior to his financial services career, he was employed by the Massachusetts Trial Court for 18 years. Clarity Retirement & Wealth, LLC provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-high-net-worth clients without a firmwide asset minimum. The firm uses tailored asset allocation through proprietary and third-party model portfolios, delegating trading and execution while retaining supervision and client servicing.

Wealth management
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John W

CFP®, Series 63, Series 65

New Bedford, MA

Clarity Retirement & Wealth, LLC

John Williams III is a CFP® with 15 years of industry experience. He is a managing member and chief compliance officer at Clarity Retirement & Wealth, LLC and has held roles at firms including Purshe Kaplan Sterling Investments and Mass Mutual. Outside of finance, he is involved in buying and selling comic books online as a collector. Clarity Retirement & Wealth, LLC provides discretionary portfolio management and financial planning to a range of clients, including individuals, trusts, and charitable organizations, without a firmwide asset minimum. The firm uses a combination of proprietary and third-party model portfolios and delegates trading and execution to sub-advisers while maintaining supervision and client servicing.

Wealth management
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