Sarasota, FL Office

Total Clarity Wealth Management is a multi‑advisor wealth management firm that serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations, and employer 401(k) plan sponsors. It offers comprehensive financial planning, discretionary portfolio management through multiple programs (Vision, Vision CB, Value, Value CB, PreActive), retirement‑plan advisory, donor‑advised fund services, and special‑project/retainer engagements.

The firm customizes asset allocations and implements portfolios using mutual funds, ETFs, equities, separately managed accounts, and third‑party model portfolios, with custody and trading primarily through Schwab and LPL. Advisory representatives monitor accounts at least quarterly and may use a range of approaches from long‑term holding to active trading; the PreActive program in particular is limited to sophisticated investors and can employ leverage, inverse/leveraged ETFs, options, short positions, and an augmented‑intelligence tool.

Distinctive features disclosed in the ADV include ownership interests by principals in an accounting and tax practice (Exemplar Accounting and Tax Advisors), an affiliated real‑estate broker, and an affiliated attorney, as well as an advisor‑services company that recruits and supports LPL representatives — relationships that can give rise to referral arrangements and are disclosed to clients. The firm also reports that many advisory representatives are dually registered with LPL, participates in LPL and Schwab model and managed‑account programs, and has implemented an opt‑out for client data transfer when a representative departs, all items noted in its Form ADV.