Broker Check

If you’re a business owner or professional, you’ve already been creating a path for success throughout your career. Clarity Wealth Management strives to continue creating a clear path for financial success that will protect the goals you’ve already achieved and help you reach the ones still in your vision.

Professionals and Business Owners

Being a business owner is more than a full-time job, it's a lifestyle choice. Those who do it well embrace every aspect of the experience and the responsibility. Many of the business owners and professionals we work with rarely take the day off, often can be found working on the weekend, and are always looking for the next opportunity to expand or diversify. That's why it is not surprising that most have an innate fear of relinquishing control in the most meaningful aspects of their lives - their business, their family and their finances. 

We specialize in helping successful professionals and business owners create financial balance and purpose, driven by their own vision of the future. Business owner planning is very different than traditional personal financial planning, and thus brings to the forefront a whole new universe of financial opportunities for effective change that can drive the business, the owner and their family to new levels of success. From necessary partnership agreements and golden handcuff contracts, to the complex transfer of assets to family members outside of the enterprise, we specialize in planning for the unique planning circumstances that face every business owner at every stage of their business development process. 

It is our goal to simplify the professional and business owner planning process to its essence, empowering them to work with us to do what they do best, make sound and appropriate decisions to move their enterprise and their financial situation forward.

Our services include:

  • Solvency Analysis: Where the business is today
  • Business Partner Assessment and Goals
  • Buy or Sell Analysis
  • Business Continuation Planning
  • Key Player Contingencies 
  • Personal Economic Impact Assessment
  • Family Business Viability Plans

Explore the Paths Ahead

Have a Question?

Thank you! Oops!