A complete list of active advisors currently associated with Clariti Wealth Advisors
Warmer can help you find a great advisor at Clariti Wealth Advisors or one who fits your needs even better.
Clariti Wealth Advisors works primarily with individual clients, including high-net-worth individuals, as well as trustees, qualified retirement plans, and non-profit organizations. The firm provides integrated financial planning and investment management services—covering goal setting, cash flow, tax and estate considerations—with additional offerings such as hourly consultations and trustee support for periodic trust distributions. Portfolios are constructed as diversified allocations across stocks, bonds, alternatives, and real assets, using mutual funds and ETFs with a mix of active and passive managers, and allocations are set based on documented risk tolerance, risk capacity, and Monte Carlo analysis for withdrawal sustainability. Clariti also employs derivatives—specifically options strategies within separately managed accounts—primarily for hedging, and may use interval funds and recommend unaffiliated private investment funds when consistent with a client’s objectives and liquidity needs. What is relatively uncommon among peer team firms is Clariti’s explicit use of options/derivative strategies in client accounts and its formal disclosures about those risks and client opt-out rights. The brochure also notes other notable practices: a documented AI policy governing use of AI tools, use of third‑party aggregation/reporting (ByAllAccounts), annual tax‑planning reviews and access to a CPA for separate tax services, and surprise examinations for accounts over which the firm is considered to have custody.
To learn more about the advisors currently working at Clariti Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Wilmington, DE
| 5
| |
Wilmington, DE
| 6
| |
Wilmington, DE
| 5
| |
Wilmington, DE
| 26
| |
Wilmington, DE
| 32
| |
Wilmington, DE
| 1
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")