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Work email
r••••@claritycapitalllc.com
Personal email
•••••@•••••.com
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Current company Clarity Capital Partners
Financial Services · 10 employees · Founded 2000 · Newport Beach, California, United States
Clarity Capital Partners is a national, boutique Wealth Management firm specializing in financial guidance for entrepreneurs, multi-generational family legacies, retirees and key executives. Our clients receive specialized, personal service for their unique circumstances. We offer financial solutions in a wide variety of areas, including but not limited to: · Retirement & Financial Planning · Investments & Asset Allocations · Education Planning · Legacy/Philanthropy · Risk Management & Insurance Solutions · Strategic Business Advice Investment advisory and financial planning services offered through Summit Financial, LLC,(“Summit”) a SEC-Registered Investment Adviser, doing business as Clarity Capital Partners. Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207 (“PKS”). PKS is not affiliated with Summit nor Clarity Capital Partners. Opinions and comments expressed do not necessarily represent the views of Summit. Neither the author nor Summit are affiliated with LinkedIn, Inc. By clicking on any non-Summit link, you will enter a privately-owned web site created, operated and maintained by a third-party. We have not verified the information and opinions found in third-party material, nor do we make any representations as to their accuracy or completeness. Neither Summit nor its affiliates endorse third-party products and services or their privacy and security policies, which may differ from ours. None of the statements on this page are intended to recommend any security, service, or product or to provide investment, tax, or any other advice.