Services
At Clarity Wealth, we provide you with a full range of wealth planning, investment management, and family wealth counsel. We not only draw on our in-house capabilities, but also the extensive resources provided by our external specialists, and in collaboration with your other trusted professionals.
Wealth Planning
We strive to create a plan for your family that provides for sustainable and rising cash flow that lasts to – and beyond – life expectancy.
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.
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. 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.
Investment Management
We utilize a disciplined investment process focused on broadly diversified, high-quality, tax efficient, low-cost exposure to appropriate asset classes for the long run.
We help you build a diversified portfolio with a strategic asset allocation that provides ample liquidity for current income needs while staying on track towards your long-term, personal planning goals.
With the ability to select suitable investments from our unconstrained investment platform, we leverage our institutional capabilities to evaluate and select professional investment managers and vehicles to help preserve and grow your family's wealth.
Through efficient trading of model portfolios, utilizing individual securities and low-cost investments, we are capable of reducing fees and improving tax-efficiency.
Family Wealth Counsel™
Providing families with the clarity necessary for productive collaboration and communication.
We believe in providing Family Wealth Counsel™ to help you navigate through all of the complexities of substantial wealth.
Facilitation of Family Wealth Planning and Governance Meetings
Because your wealth plan may extend to many family members, we coordinate and lead family wealth and governance meetings—assembling family members, attorneys, CPAs, and other trusted advisors to regularly review family goals, objectives, challenges and outcomes so all parties work in concert for your success.
Next Generation Financial Stewardship
We have found that by developing a wealth management plan for the adult children, even if it's much simpler than their parents, gets them engaged in planning. It's through this process of personal responsibility that values of stewardship for inherited wealth are created. It also identifies any blind spots or weaknesses the kids may have early on, before the responsibility of the family's wealth is put upon them.
Private Banking
Offered through Wells Fargo Bank, N.A.
With access to through Wells Fargo Bank, N.A., you can enjoy premium checking, savings, CD accounts, and foreign exchange services1. Specialists can provide custom lending solutions to meet your complex borrowing needs.
With our helpful mobile app you'll enjoy an array of services including access to accounts, manage cash, move funds and get access to reports.
1. Wells Fargo & Company offers swaps, foreign exchange hedging products and foreign currency risk management solutions through Wells Fargo Bank, N.A., which is a swap dealer registered with the Commodity Futures Trading Commission (CFTC) and a member of the National Futures Association (NFA). Balances held offshore, including multi-currency accounts and foreign deposits, are not FDIC-insured, may lose value, and are not guaranteed Foreign Exchange and Interest Rate Risk Management products and services are subject to customer qualification. Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.
Since no one investment program is appropriate for all types of investors, this information is provided for informational purposes only. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce suitable investment programs to you.
Fees for Advisory programs include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee per calendar to maintain these types of accounts.
Advisory accounts are not designed for excessively traded or inactive accounts, and may not be appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies.
Wells Fargo Advisors is not a legal or tax advisor.
Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
