A complete list of active advisors currently associated with Clarity Wealth Development, LLC

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

Clarity Wealth Development is a registered investment adviser serving individuals and families, including high-net-worth clients, through comprehensive financial planning and discretionary portfolio management. The firm operates as a five-advisor team managing roughly $208.6 million for about 226 clients and offers both standalone planning engagements and integrated ongoing advisory relationships. The firm’s investment process relies on Modern Portfolio Theory and model-based allocations that incorporate clients’ risk profile, age, income, tax considerations and personal values to build diversified portfolios. Portfolios typically use individual equities, fixed income, mutual funds and ETFs, and—where appropriate—real estate funds and alternative investments such as private equity and private credit; margin is used only sparingly and client-imposed investment restrictions are accepted. Clarity charges planning, asset-based and net-worth retainer fees (as disclosed in its brochure) and operates on a fee-only basis without accepting commissions, a structure that differs from many advisers that accept commissionable products. The firm requires custody of managed assets at Charles Schwab and participates in Schwab’s institutional program—receiving research and operational benefits the firm discloses could create a potential conflict of interest—and it also provides access to an insurance platform and third-party managers for specialized investments.

To learn more about the advisors currently working at Clarity Wealth Development, 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.