Clarity Capital Partners provides financial investment planning services, focusing on understanding clients' unique circumstances and goals. Self-described as fiduciary-minded, the firm emphasizes a proactive and resourceful approach to wealth management.

Clarity Capital Partners

Financial Services

Clarity Capital Partners, LLC

Clarity Capital Partners | 404 followers on LinkedIn. Helping Business Leaders create a life and legacy they love.  | Clarity Capital Partners is a national, boutique Wealth Management firm specializing in financial guidance for entrepreneurs 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

·         Education Planning

·         Legacy/Philanthropy

·         Strategic Business Advice

CFP®, MBA VP-Wealth Management

Ron Amir

Former 3-term Utah Attorney General. Trial Lawyer, Businessman, Consultant, Author of Am I Not a Man? The Dred Scott Story

Mark L. Shurtleff

Brittany Gautreau

Coach to Superheroes, Trustee and Behavioral Wealth Advisor to Influential Families

Kevin DeAllen

Maybe you're not planning a party, but juggling work, family, and the holidays isn't easy either. We're here to simplify your financial life, hoping that by managing your investments, you'll have one less thing to worry about.

Feeling confident about your financial future? A recent study shows that 75% of those working with a financial advisor feel they've achieved long term financial stability (compared to 47% of those without an advisor). Having a professional's perspective can be helpful and reassuring as you work toward your financial goals.

Not all ideas are good ideas, especially when it comes to investing. Stay in contact with your financial advisor, bounce ideas off them, and stick to time-tested strategies. Your future self will thank you.

Dreams stay dreams until you take action. Achieving your dreams starts with a plan — every small step gets you closer to your goals. So don’t just dream it, plan for it, and make it happen!

Every financial decision you make is impacted by emotions—whether it be fear, excitement, or even guilt. Acknowledging the emotional side of money is the first step toward making better money decisions.

Generosity knows no bounds, and one doesn't need to be excessively wealthy to contribute generously. In today's landscape, a growing number of individuals find themselves capable of extending their financial support beyond their immediate family. However, it's essential to recognize that making a enduring commitment to a non-profit organization demands careful consideration and dedication of time and effort.

School is just the beginning of your education—especially when it comes to finances. Master the art of managing your money, work towards growing your wealth for the future, keep more of what you earn, and always be prepared for the unexpected. Your financial journey continues—keep learning!

Retirement isn't just about when to stop working—it's also about where you'll spend the next chapter of your life. With life expectancies steadily increasing, choosing the right area to retire takes on greater importance. Factors like cost of living, healthcare quality, taxes, and overall quality of life can profoundly impact your retirement experience.

Your business is more than a livelihood—it's your legacy. As a business owner, we know you face unique challenges and opportunities. There are a variety of questions that must be answered: - Are your personal and business finances working together for long-term success? - How are you protecting what you’ve built from unforeseen challenges? - What’s your plan to ensure your business thrives for future generations? - Are you maximizing profits with smart tax strategies? Ask your financial advisor to discuss these questions and ensure your business and personal finances are aligned for success.

What does your family wealth legacy mean to you? For some, it's around the family business, for others, it's about values and impact. We’d love to hear your thoughts! Like, share, or comment below what your wealth legacy means!

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Clarity Capital Partners

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