A complete list of active advisors currently associated with Clarity Capital Management LLC

Warmer can help you find a great advisor at Clarity Capital Management LLC or one who fits your needs even better.

Clarity Capital Management advises individuals (including high-net-worth clients) and employer plan sponsors, offering discretionary investment management, comprehensive and project-based financial planning, and retirement plan consulting and participant education. Services include tailored portfolio construction and ongoing advice, with client meetings available in person, at residences, or virtually. The firm combines a passive, low-cost core of index mutual funds and ETFs with tactical asset-allocation adjustments guided by fundamental and cyclical analysis, seeking low turnover and tax efficiency in managed accounts. Portfolios are managed on a discretionary basis, and clients may impose reasonable investment restrictions; the firm documents objectives, time horizons, and risk tolerance as part of its planning process. Distinctive elements for a firm of this size include a formal employee benefit plan service that acknowledges ERISA fiduciary duties in plan engagements and multiple planning engagement models, including an ongoing subscription-style option alongside comprehensive and project-based plans. Firm principals hold CFP® certification, the adviser recommends institutional custody platforms, and it discloses that it receives compensation directly from clients rather than from third parties.

To learn more about the advisors currently working at Clarity Capital Management LLC, 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.