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

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

Clarity Wealth Management LLC provides ongoing portfolio management to individual and corporate clients, documenting client goals and constraints with an Investment Policy Statement and conducting regular monitoring and reporting. The firm also refers clients to third‑party investment advisers and may place clients into predetermined external portfolios as part of its service menu. The firm’s investment approach relies on fundamental analysis and a long‑term trading orientation, building portfolios mainly with mutual funds and ETFs and occasionally using real‑estate funds and precious‑metals ETFs for diversification. Accounts are managed on a discretionary basis in line with each client’s IPS, reviewed at least quarterly, and the firm conducts due diligence and ongoing oversight of any third‑party managers it recommends. Two features that distinguish the firm from many peers are its supervised persons’ activity as licensed life insurance agents and its practice of directing clients to outside managers while receiving additional compensation for those referrals — both of which the brochure discloses as potential conflicts and says will be disclosed to clients in advance. The brochure also reports approximately $9.85 million in discretionary assets across about 95 client relationships and notes the use of standing client authorizations for fee deductions and transfers rather than participation in wrap fee programs.

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