Why choose Clarity Wealth Management?
While we specialize in working with P&G executives and retirees we know that there are hundreds of Cincinnati companies we can be of service to. There are a lot of decisions that we all have to make on a daily basis and the information overload we have now doesn’t make that any easier. Working with someone you can partner with to help you navigate your financial life has never been more important. How do you choose your financial partner? In our city, there is a wealth of good financial planners so it would be difficult to not find one so what makes us worthy of consideration?
We believe our practice is well-positioned to help our clients through their journey in today’s complex world.
We are an organization that is built to help our clients through their financial life from receiving your first stock option award to deciding when it’s time for the next phase of life.
We are a local firm that is an owner-advisor set-up; meaning our advisors aren’t employees and won’t be leaving for another position any time soon. Our partners, Jay and Matt, offer over 60 combined years of experience and wisdom to complement my youth and energy. Every decision our clients are facing we have been through already. Even though we’re local, we have the backing of a national financial company through our partnership with Commonwealth Financial Network. This provides us unlimited resources for any financial situation that may arise. Our analytical, strategic, and educational planning process is modeled after how corporate executives run their teams and business units. It is based on mathematics, risk awareness, and strategic decision making. We are friendly, personable, and care deeply about helping our clients pay it forward; making a difference in this world.
