Our Partners

Summit is one of the industry’s prominent independent advisory firms. Founded four decades ago by a group of advisors, Summit has a legacy of success elevating advisor practices and client experiences. Clarity Capital Partners’ affiliation with Summit provides access to Summit Vantage™, an all-inclusive platform of fully integrated industry-leading services, thought leaders, and innovative technology that makes delivering elevated financial advice frictionless. This includes an in-house, institutional-caliber brain trust of tax, insurance and financial planning experts that are now an extension of Clarity Capital Partners team.

Clarity Capital Partners is a DBA of Summit Financial, LLC, an SEC-registered investment advisor.

^{Summit Financial, LLC, an SEC registered investment advisor established November 2018, is the successor firm to Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983) for all their investment advisory and financial planning business.}

Goldman Sachs Custody Solutions offers clients of independent advisors access to institutional-grade solutions and custody services. We transform the client experience with an intuitive, digital-forward platform to enhance your advisor’s transparency. Our modern, nimble, and ever-evolving open architecture network connects advisors to best-in-class services and tools. More than just a custodian, we are a gateway to the institutional power of Goldman Sachs.

^{Custody, clearing and certain brokerage services are provided by Folio Investments, Inc. d/b/a Goldman Sachs Custody Solutions (GSCS), an SEC-registered broker-dealer and member FINRA/MSRB/SIPC. Additional brokerage services are provided by Goldman Sachs & Co. LLC (GS&Co.), an SEC registered broker-dealer and investment adviser, and member FINRA/MSRB/SIPC. GSCS and GS&Co. are not your investment advisors and do not provide investment advice to you or your investment advisor. The information provided here shall not constitute an offer, solicitation, or advice by GSCS or GS&Co. to buy or sell securities. GSCS and GS&Co. do not control, and are not responsible for, any information or other content provided on the Clarity Capital Partners website, including any prospectuses, reports, summaries, or other data provided herein.}

Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. Fidelity provides the robust platform and secure technology we use to safeguard your assets. Their institutional-grade clearing and custody services allow us to execute complex trades and manage your portfolios with precision and transparency. For more information about Fidelity Investments, visit Fidelity.com.

^{*Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Clarity Capital Partners. Fidelity is a service provider to Clarity Capital Partners. There is no form of legal partnership, agency affiliation, or similar relationship between them and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity is a registered service mark of FMR LLC. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.}

BNY, headquartered in New York City, is a global financial services company that helps make money work for the world — managing it, moving it and keeping it safe. For 240 years BNY has partnered alongside clients, putting its expertise and platforms to work to help them achieve their ambitions. Today BNY helps over 90% of Fortune 100 companies and nearly all the top 100 banks globally to access the money they need. BNY supports governments in funding local projects and works with over 90% of the top 100 pension plans to safeguard investments for millions of individuals, and so much more. As of June 30, 2024, BNY oversees $49.5 trillion in assets under custody and/or administration and $2.0 trillion in assets under management.

BNY Pershing (member FINRA, NYSE, SIPC) is a leading provider of clearing and custody, trading and settlement, advisory and investment solutions, data insights, business consulting and other services to wealth management and institutional firms looking to grow their businesses.

Purshe Kaplan Sterling Investments (PKS) is a full-service broker/dealer and financial services firm headquartered in Albany, New York. The firm traces its roots to 1993, when it began as a regional brokerage firm. PKS has grown substantially over the past decade, operating in a classic open architecture environment. PKS is registered with the U.S. Securities and Exchange Commission and is a member of FINRA and the Municipal Securities Rulemaking Board.

PKS clears its trades through National Financial Services, LLC (NFS), offering advanced products and technology to Registered Representatives. In addition, PKS provides access to investment companies, variable annuity products, and professional money management.

Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients’ 401(k)s, 403(b)s, and other workplace-sponsored retirement plan accounts. The platform is designed to work across many account types and seamlessly integrate with existing portfolio management tools to help advisors provide a more comprehensive view of clients' retirement assets and incorporate those accounts into the financial planning process.