Brittany Gautreau, CEPA®

Brittany serves as Sr. Vice President of Wealth Management for Clarity Capital Partners.

When asked about her approach to wealth management, she will tell you it’s all about building legacy. Whether it’s an investment portfolio, business plan, retirement, or community service, the long-term perspective is the lens she looks through in making life’s most important decisions. That point-of-view comes from her mom, who taught her that whatever you choose to do at a given moment, you’ll have to face yourself in the mirror at the end of the day and live with the consequences. Hard work is in Brittany’s DNA. It was handed down from her grandfather, whose legacy in the small town of Ferndale, Washington can be seen in all the real estate he owned.

Brittany began her career in the financial services industry with an internship at the age of 17, ultimately advancing her career and becoming an Operations Manager. She graduated from Northwest University with a BA in Organizational Communication. After gaining her insurance license and FINRA registrations, she moved into Wealth Management. She holds the Series 65 registration and is an Investment Advisor Representative with Clarity Capital Partners. She is also a registered representative (Series 7) with American Trust Investment Services, Inc.

Her practice focuses on helping tenacious business owners thrive financially. With her CEPA (Certified Exit Planning Advisor) designation, she guides clients through a value generation process including reviewing their personal values & goals along with their financial needs to give them direction within their business going forward. Many business owners start a business because of a dream they have, but most don't "begin with the end in mind" and the eventual sale or exit from the business isn't a topic of conversation until it's too late. Brittany's goal is to start the exit planning process early so each business owner client can be "exit ready" at any time. 

A model for servant-leadership, Brittany gives a portion of her revenues each month to causes that are close to her and her teams heart including: kids in foster care, our neighbors experiencing homelessness, food insecurity, victims of human-trafficking, and Veterans. 

Outside of Clarity, Brittany enjoys time with family, cooking, and a myriad of outdoor adventures. She also loves road trip adventures with husband, Zach, and their Goldendoodle, Nutella.