Turning Losses into Opportunities: The Power of Tax-Loss Harvesting
True financial success is not only determined by how much you earn but also by how wisely you manage what you keep. As your trusted financial advisor,…
The Financial Survival Guide for Physicians: What They Don’t Teach you in Medical School
By Spencer Gauta, Wealth Advisor You’ve dedicated years to excelling in your medical career, but when it comes to managing your finances, the path forward can feel…
The Importance of Cruising Altitude: How Clarity Wealth’s 3 Altitudes of Planning Bring Confidence
When planning for the future, it’s easy to focus on the thrilling moments – buying a home, launching a business, or celebrating a well-earned retirement. But true…
Clarity Wealth is Leading the Way
For over 40 years, advisors at Clarity Wealth have been helping families achieve financial success. With nearly $6 billion (as of 1/31/25) in assets under management, multiple esteemed national…
Kurt Maurillo Registered as NFL Players Association Player Financial Advisor
Kurt Maurillo, Managing Director of Clarity Wealth, was recently approved and registered as a Player Financial Advisor with the National Football League’s Players Association for the 2025…
Cleaning Out Your Financial ‘Garage’ to Gain Clarity
Homeowners use their garage as a place to store all sorts of things – tools, holiday decor, personal items, sporting equipment, gardening supplies and more. Over the…
How Do You Capitalize on the Business You Built?
As a longtime business owner, you’ve probably spent much of your life working to make sure your company is successful. That’s meant long hours, sleepless nights, working…
Is Artificial Intelligence Emotionally Ready for Wealth Management?
As wealth managers, we recognize that the opportunity to leverage AI deserves our earnest professional analysis. If there is one thing wealth management has in common with…