Clarity Capital Management is an Independent Fee-Only Financial Planning and Investment Management Firm Located in Portland, Oregon. Clarity Capital Management was founded on the belief that no matter your income or net worth, everyone should be entitled to clear objective financial advice that is free from conflicts of interest that come from commissions and proprietary products.
We primarily focus on individuals, families, and businesses of mid and late career professionals to help solve their financial challenges so that they may focus on other aspects in life, such as family, career, hobbies and other passions. Let us help put you on the right path. As an independent firm, we work directly for our clients, as opposed to representing an overarching insurance or brokerage company.
We primarily focus on individuals, families, and businesses of mid and late career professionals to help solve their financial challenges so that they may focus on other aspects in life, such as family, career, hobbies and other passions. Let us help put you on the right path. As an independent firm, we work directly for our clients, as opposed to representing an overarching insurance or brokerage company.
Services
Clarity Capital Management, LLC was founded on the belief that everyone, regardless of level of wealth, should be entitled to objective financial advice that is free from the typical conflicts of interest that come from commissions and proprietary products. We also believe that a financial plan should not be created only to help an advisor sell a product that may or may not be in the clients best interest.
As a fee-only and fiduciary firm, providing you with the knowledge and resources you need to be successful is what we do best. Without commission incentives and conflicts of interests in the picture, we're able to deliver recommendations that solely serve your best interests.
There's a lot of technical jargon in this industry, and we want to make sure the solutions we create are easy-to-understand so you can apply our insights throughout your day-to-day life.We are firm believers that anything is possible, and whatever challenges that come up along the way simply exist to guide us in the right direction.
There's a lot of technical jargon in this industry, and we want to make sure the solutions we create are easy-to-understand so you can apply our insights throughout your day-to-day life.We are firm believers that anything is possible, and whatever challenges that come up along the way simply exist to guide us in the right direction.
We help families create a path to financial confidence by helping solve their unique financial concerns. From helping families prepare for retirement, to determining how a family will pay for their children's college expenses and creating an appropriate investment plan, we help our clients every step of the way.
We work with a pretty great group of individuals, families, and businesses both locally and across the country, who are committed to pursuing financial well-being. People who desire professional guidance and who understand the value of independent, objective advice, free from the conflicts that come with commissions and proprietary products.
Our focus is not on timing the movements of the market, but rather crafting long-term plans to meet your goals. Setting up and monitoring a portfolio is important, but even more critical, we help clients manage the emotions of investing. Many investors make the mistake of bringing emotions into their investment decisions, which can have detrimental effects on a portfolio.
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