Welcome to Clarity

 

Mission:

At Clarity Capital, we share a relentless drive for impacting our Client’s & Team’s lives in a powerful way – beyond the purely financial. We believe Wealth Management is more than managing money and for this reason, we strive to create a true partnership with each client. We seek to:

  • Understand every clients unique circumstances & goals/what matters most
  • Help our clients make informed decisions that support their personal vision
  • Deliver a proactive, resourceful, and caring approach to each relationship, every day.

 

We Value:

  • Fiduciary Minded: We put our clients’ interests first, always. We are committed to integrity, honesty and accountability in our relationships with each other and our work with clients.
  • Wisdom: We learn and grow through every experience. We celebrate successes and lessons learned from challenges. We approach each other, our clients, our work with humility, understanding and empathy.
  • Servant Leadership: We are dedicated advocates for our clients discovering financial and business solutions that support them in living their vision for their best life. We lead with a collaborative, proactive and resourceful approach to serving our clients.
  • Resourcefulness: We love to learn and share our knowledge with each other and our clients. We connect our clients to the resources they need to make informed decisions.
  • Entrepreneurial Spirit: anyone can be an entrepreneur if they have these key traits when approaching work: Resourcefulness, Ownership of tasks, skin in the game/risk, resilience, patience, & belief.
Managing Director

Brittany serves as Managing Director of Clarity Capital Partners.

Creating wealth gives one options, something...

Vice President, Investment Advisory Services

Olivio Gomez serves as Vice-President of Clarity Capital Partners.

Over his professional life Olivio Gomez has...

Vice President, Wealth Manager

Kyle is a Wealth Manager with Clarity Capital Partners. 

He graduated from California State University, Fullerton...

Vice President, Wealth Manager

Terry serves as Wealth Manager at Clarity Capital Partners.

For over 14 years, he has delivered great value in...

How can we help?

Find out how we can help you reach your financial freedom.

Contact Us Now  Signup for our Newsletter

Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Investments

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.

 

Insurance

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.