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Expertise
Clarity Wealth has built a heritage of managing the assets of affluent families for as many as four generations of wealth. Our accolades are a reflection of the trust our clients have placed in us and confirms our team's distinguished service career.
Managing over $7.4 Billion in Client Assets as of 5/15/26
Forbes Best-In-State Wealth
Management Teams 2026 1
Forbes Top Wealth Management
Тeams High-Net-Worth 2025 2
Forbes Best-In-State
Wealth Advisors 2026 3
Keith Jacoby, CEO
Michael McCain, Managing Director – Wealth Advisor, Partner
Kevin Wolf, Managing Director – Wealth Advisor, PIM Portfolio Manager
Scott Metzger, Managing Director – Wealth Advisor, PIM Portfolio Manager
Mark Pittman, Managing Director – Wealth Advisor
Maureen McPeek, Managing Director – Wealth Advisor
Barron’s Top 250 Private Wealth
Management Teams 2026 4
Barron’s Top 1500 Financial Advisors 2026 5
Keith Jacoby, CEO
Michael McCain, Managing Director – Wealth Advisor, Partner
1. 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes). Fee paid for use of marketing materials.
2. 2025 Forbes Top Wealth Management Teams High Net Worth: Awarded November 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes). Fee paid for use of marketing materials.
3. 2026 Forbes Best-in-State Wealth Advisors: Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 06/30/24 – 06/30/25 (Source: Forbes). Fee paid for use of marketing materials.
4. 2026 Barron’s Top 250 Private Wealth Management Teams: Awarded May 2026; Data Compiled by Barron’s based on the time period from Jan. 2025 – Dec. 2025 (Source: Barron’s). Fee paid for use of marketing materials.
5. 2026 Barron’s Top 1500 Financial Advisors: Awarded March 2026; Data Compiled by Barron’s based on the time period from Sept. 2024 – Sept. 2025 (Source: Barron’s). Fee paid for use of marketing materials.
