With Clarity Comes Confidence
Clarity Wealth helps families simplify the complex aspects of wealth management to maximize the enjoyment of the life you are leading today. We strive to build deep, meaningful, and trusted relationships with your family now and for generations to come.
Accolades
Awarded by industry leading publications.
Forbes Top Wealth Management Teams High-Net-Worth 20231 #7 of 100
Forbes Best-In-State Wealth Management Teams 20232
Forbes Best-In-State Wealth Advisors 20233
1. 2023 Forbes Top Wealth Management Teams: Awarded November 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.
2. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source Forbes.com). Fee paid for use of logo. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
3. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). Fee paid for use of logo. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Keith Jacoby, CEO, Partner; Michael McCain, Managing Director-Wealth Advisor, Partner; Mark Pittman, Managing Director-Wealth Advisor, Partner.
Our Family Wealth Advantage™ process is designed to provide the clarity that comes with having your arms around all aspects of your financial life, the confidence that you've identified your priorities and goals, and the structure to keep your plan in sync with your life. Through this structured framework, we strive to create a plan for your family that provides for a lifetime of sustainable and rising cash flow that lasts out to and beyond life expectancy. We work with your family to prepare for a meaningful legacy of not just wealth but values of stewardship to efficiently and effectively transfer wealth to children, grandchildren, and those important to you.
When you have your financial life organized, you can think more creatively and confidently about the future. We find that when your financial life is organized you can enjoy your life and gain the confidence that comes with knowing your future is on track.
With Clarity comes Confidence.