CLARITY FINANCIAL DESIGN

Overview

Clarity Financial Design is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on fee-based wealth management for high-net-worth individuals and families while also serving select institutional clients. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, pension consulting support and client education through seminars and workshops. Investment practice emphasizes core public fund allocations rather than direct stock picking. The adviser structures portfolios primarily with mutual funds and other pooled public funds, supplemented where appropriate with separately managed account sleeves. Clarity Financial Design does not identify as an active ESG investor and is not structured as a multi-state or newly formed adviser; it reports providing pension consulting services as part of its advisory offering.

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