About Us
Confidential guidance, personalized service, and direct access to your team of professionals.
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.
Clarity Wealth has built a heritage of managing the assets of wealthy families. You can rely on the experience of our team of 28 financial professionals, including six CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, two Certified Investment Management Analysts (CIMA®) one Accredited Asset Management Specialist (AAMS®), one Accredited Domestic Partner Advisor (ADPA®), one Chartered Retirement Planning Counselor (CRPC®), and two Senior PIM Portfolio Managers.
In addition to our responsive, in-house team, we draw on the vast resources of Wells Fargo Advisors, and introduce you to affiliates, as well as our extended network of tax professionals, attorneys and estate planners to help support your family's wealth management needs.
At Clarity Wealth, you'll enjoy confidential guidance, personal service and direct access to your advisor or investment professionals who are there to answer your questions or handle issues that may arise.
Responsible for over $3.5 billion in assets as of 3/31/23
Forbes Top Wealth Management Teams High-Net-Worth 20231 #8 of 100
Forbes Best-In-State Wealth Management Teams 20232
Forbes Best-In-State Wealth Advisors 20233
Keith Jacoby, CEO, Partner; Michael McCain, Managing Director-Wealth Advisor, Partner; Mark Pittman, Managing Director-Wealth Advisor, Partner
1. 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. Fee paid for use of logo.
2. 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, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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. Fee paid for use of logo.
3. 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. Fee paid for use of logo.
Team Credentials
CERTIFIED FINANCIAL PLANNNER™ (CFP®)
Keith Jacoby, CEO, Partner; Donald Nealon, Managing Director-Wealth Advisor, Partner; Mark Pittman, Managing Director-Wealth Advisor, Partner; Streeter Holden, Managing Director-Wealth Advisor; Laura Ross, Senior Vice President-Wealth Advisor; Evan Jones, Senior Vice President-Wealth Advisor
Team members earned the CERTIFIED FINANCIAL PLANNER™, or CFP® professional certification. To earn the CFP® team members completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process is comprehensive array of advice and skill-based approach that distinguishes CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioners from other professional advisors, who typically focus on only one area of a client's financial life.
CFP®, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the CFP® Board. These marks are awarded to individuals who successfully complete the CFP® Board's initial and ongoing certification requirements.
Certified Investment Management Analyst® (CIMA®)
Keith Jacoby, CEO, Partner; Daniel Lampe, President, Partner
Keith Jacoby and Daniel Lampe have earned the CIMA® certification. They are among a select group of professionals who have earned this internationally recognized credential. To earn their CIMA® certifications, team members completed an intensive educational program and final examination covering Modern Portfolio Theory, Asset Allocation, Manager Search and Selection, Investment Policy, and Performance Measurement. For eligibility for the exam, they successfully completed University of Pennsylvania's Wharton School investment management analysis curriculum.
Chartered Retirement Planning Counselor℠ (CRPC®)
Brian Kirk, Senior Vice President-Wealth Advisor
Brian has earned his CRPC® designation which focuses on building an in-depth knowledge of clients' needs both before and after retirement. As a Chartered Retirement Plan Counselor, Brian focuses on client centric problem solving as they assist clients planning for the entire retirement planning process, including planning for multiple financial objectives, identifying sources of retirement income, building personal savings, taking advantage of employer-sponsored retirement plans, planning for tax efficient investing, projecting, and meeting retirement cash flow needs, asset management and estate investment planning.
Retirement Plan Advisory Program (RPAP)
Mark Pittman, Managing Director-Wealth Advisor
Mark is a part of the Retirement Plan Advisory Program (RPAP) with Wells Fargo Advisors. This group of financial advisors specializes in servicing Institutional/Corporate Retirement Plan Clients. These Financial Advisors are accepted into the RPAP program once they apply and have met the plan count and Retirement Plan Assets Under Advisement (AUA) requirements.
Accredited Asset Management Specialist℠ (AAMS®)
Streeter Holden, Managing Director-Wealth Advisor
Streeter is an Accredited Domestic Partnership Advisor℠ (ADPA®). Their program provides advisors with strong fundamental financial knowledge with a specific focus on asset management and investments.