Clarity Wealth Advisors

At Clarity, we believe in order for clients to successfully achieve and maintain financial independence, they need to have defined investment objectives, a thoughtful plan and a well-constructed implementation strategy that is monitored on an ongoing basis. Our process is designed to promote transparency and understanding. We strongly feel simplicity and clarity are directly related to accountability and success. Our company is based on the principle that continuously educating our clients, as well as understanding each client’s financial situation, is essential to successfully helping them reach their financial goals. In guiding our clients through this process and providing them with customized solutions, we bring control and organization into planning for their financial future. Through this ongoing process, we strive to be our clients’ personal CFO. Our firm’s allegiance is to our clients as we provide unbiased recommendations. Since Clarity is an independent advisory firm, we do not represent the interests of any financial institution. Our recommended strategies and solutions are solely for the best interests of our clients. At Clarity, the process begins by identifying each client’s investment goals, risk tolerance, tax implications, and specific income needs. A customized financial plan is created which enables us to understand their situation and develop an optimal strategy to meet their objectives. As part of this strategy, an appropriate allocation is created for each client, where each asset class is kept within certain predetermined limits through periodic rebalancing. We welcome our clients’ input, and encourage them to keep us informed about any changes which may require adjustments to their respective financial plans and investment portfolios. A cornerstone of our approach is our communication with our clients as this promotes transparency and understanding. Each month, we send an informative newsletter on a specific financial planning topic as our clients plan for their financial security. We also provide quarterly commentary on our insights pertaining to global markets, current macroeconomic climate, and how we are positioning our portfolios. During periods of increased volatility, we send additional commentary regarding how this will impact the positioning of our portfolio allocations. Clarity represents what we strive to provide for our clients. Without a goal in mind, or a path to reach it, it is difficult to know what one is striving for. Having wealth comes with unique challenges and our team has the skills and resources to help our clients find the best solutions given their current situation. The more complicated one’s financial life becomes, the greater the benefit of working with professionals that can help simplify them. Our relationships are built on educating and guiding clients towards financial clarity. Our services are meant to provide our clients with the peace of mind and self-assurance that comes with ongoing monitoring of their overall financial situation. We understand that managing wealth is complex and time consuming and we help to simplify those demands that come with affluence by providing our clients with a clear path as they pursue their financial goals and objectives. Our independent and objective approach aligns our thinking with that of our clients so their best interests always come first. Our business is not transaction or product-based. We recognize that our clients want a single point of contact for direct answers in addressing their financial needs. As with other successful companies that have a Chief Financial Officer (CFO), we serve as our clients’ Personal CFO. We guide them through all facets of our comprehensive wealth management process. When other services, products, or advice is needed, we facilitate the collaboration between our clients and other professionals, such as tax advisors and estate planning attorneys. Through this process, we always remain the single point of contact for our clients. By letting our team manage the complexity and evolution of our clients’ respective financial situations, they are able to focus on achieving their goals and objectives.

Address: 2160 The Alameda, Suite A, San Jose, CA 95126, USA

Phone: +1 408 560 3220
FAX: +1 408 560 3221