Financial Clarity

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Financial Clarity — overview

About

Financial Clarity provides financial advisory services to wealthy individuals, families, retirement plans, foundations, and endowments. It integrates its clients’ investment strategy with the other aspects of their financial situation, such as income tax and estate planning. It provides customized strategies to meet its clients’ needs. In addition to recommending investments in the traditional asset classes of cash, fixed income, and equities, Financial Clarity uses its expertise to recommend non-traditional investments such as hedge funds, real estate, energy, and venture capital. On November 1, 2019, Financial Clarity was acquired by Rockefeller Capital Management.

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