Clarity Wealth Management

At Clarity Wealth Management, we are a comprehensive financial services firm founded on the traditional Christian values of service and stewardship. Our boutique practice serves a private client group that values the intentional commitment we bring in overseeing their financial affairs.

Our Philosophy & Clients

As a full-service wealth management firm, we understand that every individual, family, and company is unique, with their own set of financial goals, concerns, and priorities. Our experienced team of professionals is dedicated to creating personalized financial strategies that align with our clients' values, goals, and aspirations. We take the time to get to know each client, understanding their financial situation, goals, and risk tolerance to develop a customized investment plan.

Our Team

Our team of professionals is comprised of experienced advisors, estate planning attorneys, and tax experts who work collaboratively to provide our clients with comprehensive wealth management services. Our team is dedicated to delivering exceptional service, technical expertise, and personal concern to ensure that our clients achieve their financial objectives.

Our Services

At Clarity Wealth Management, we offer a wide range of services designed to help individuals, families, and businesses achieve their financial goals. Our services include:

• WealthTidying: A comprehensive wealth management program that includes investment management, estate planning, and business services.
• Business Services: We offer a range of services to small business owners, including business planning, cash flow management, and estate planning.
• Getting Started: We provide a step-by-step approach to help individuals and families get started with their financial planning, including goal-setting, cash flow management, and risk management.
• LPL Financial: Our affiliation with LPL Financial provides us with access to a wide range of financial products and services, including investment management, insurance, and retirement planning.

About LPL Financial

LPL Financial is a leading financial services company that provides investment management, insurance, and retirement planning services to individuals, families, and businesses. As an LPL Financial representative, Jerilyn Blue is dedicated to providing her clients with the highest level of service, expertise, and personalized attention.

Our Process

At Clarity Wealth Management, we believe in a collaborative approach to wealth management. Our process involves:

1. Listen: We take the time to understand our clients' financial goals, concerns, and priorities.

2. Analyze: We analyze our clients' financial situation, goals, and risk tolerance to develop a customized investment plan.

3. Strategize: We work with our clients to create a comprehensive financial plan that aligns with their goals and objectives.

Get Started

If you're ready to take control of your financial future, we encourage you to schedule a complimentary introductory call with us. Let's work together to achieve your financial goals.