A complete list of active advisors currently associated with Total Clarity Wealth Management, Inc
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Total Clarity Wealth Management provides wealth management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and corporate clients, and offers advisory services to employer 401(k) plan sponsors. Its services include discretionary portfolio management (multiple managed account programs including wrap‑fee Vision and Vision CB accounts), financial planning, donor‑advised fund support, and special projects or retainer arrangements. The firm’s advisory representatives build customized asset allocations and typically manage accounts on a discretionary basis using mutual funds, ETFs, stocks, bonds and alternative investments, and they make use of third‑party model portfolios and separately managed account programs through Schwab and LPL. Total Clarity monitors accounts at least quarterly, and it also offers a more active PreActive strategy for sophisticated investors that can employ leveraged and inverse ETFs, options strategies and margin/shorting where suitable; the firm uses block (aggregated) trading when executing across multiple client accounts. Compared with many peers, Total Clarity discloses several uncommon operational features: it sponsors wrap fee programs, operates nine offices, and maintains affiliations with an attorney, a real estate broker and an accounting firm (Exemplar Accounting and Tax Advisors) to which advisors may refer clients. The brochure also discloses the firm’s use of promoter arrangements and vendor support (including transition assistance from LPL), its ability to use derivatives and borrowing in certain separately managed/PreActive accounts, and its provision of educational seminars to plan participants — items the firm frames as material considerations and potential conflicts of interest in its disclosures.
To learn more about the advisors currently working at Total Clarity Wealth Management, Inc, 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.
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