To a Better Way Forward. At Clarity Wealth Management, we're here to listen, engage, guide and inform you - as your advocate. We've structured our client experience accordingly, with clear process, seasoned expertise, and caring attention every step of the way. We understand that everyone faces their own unique challenges as they prepare for retirement.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. Our team of professionals at Clarity Wealth Management have years of experience in financial services.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. Our team of professionals at Clarity Wealth Management have years of experience in financial services.
Services
When we founded Clarity Wealth Management, we had a big idea. We would show people how to connect their wealth with their most heartfelt values, relationships and interests. Easily said, but many people were having trouble finding anyone to help them make it easily done. We built our firm to bridge that critical gap.
The core of our clients' portfolios are typically comprised of funds from select fund management companies Dimensional Fund Advisors and Bridgeway Capital Management. However, as our clients' fee-only, fiduciary advocate, we receive no third-party compensation for recommending one investment over another.
We like to keep our clients informed of everything exciting and anything relevant that's happening at Clarity Wealth. Occasionally, we're fortunate enough to be featured in the media and it's our pleasure to pass those features along to you. In this Journal of Accountancy publication, CPA Insider, Eddie Huffman discusses the potential consequences that may arise when a CPA underestimates their clients' retirement knowledge.
You have questions and concerns about your financial decision-making. You have a disquieting sense that there's room for improvement - and that you could use some help with that. But you don't just want to be told what to do. You want to understand how to reconnect your money with your life - to embrace and own your investment activities - without it eating away too much of your valuable free time.
We believe that your well-managed 401(k) plan should receive the same, fresh outlook we bring to our clients' individual investment portfolios, where mind AND personal meaning are equally represented. To that end, we are proud to make available our distinct approach to 401(k) plan management: we call it Responsible Retirement.
Reviews (1)
Jennifer Self
Sep 16, 2021
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I highly recommend Clarity Wealth Management. Gina and Tyler are amazing financial advisors. They are smart and knowledgable. They are available for meetings and responsive to my calls and emails. And they make me feel comfortable, and are easy to talk to.
They both always have good insight about different investment/business/tax ideas, and have really helped my investments grow. They are fiduciary and have my best interests at heart. And Gina being a CPA has huge tax advantages!
They both always have good insight about different investment/business/tax ideas, and have really helped my investments grow. They are fiduciary and have my best interests at heart. And Gina being a CPA has huge tax advantages!
