Clarity Wealth, a leading wealth management practice in Southwest Florida and Pittsburgh, Pennsylvania, is marking its first anniversary of providing exceptional financial services to its more than 2,600 families. Over the past year, Clarity has demonstrated steadfast dedication to guiding families toward their financial goals with personalized strategies and expert advice.
Clarity was founded in May 2023. Sixteen seasoned financial professionals with over 900 combined years of wealth management experience and $2.8 billion in client assets joined together to form the wealth management practice. Led by CEO Keith Jacoby, CFP, CIMA, Clarity has grown, in one year, to over 50 professionals with $5.1 billion in assets under management. Forbes has ranked Clarity the No. 1 wealth management practice in Florida and No. 7 for High-Net-Worth Teams in the U.S.
Simplicity isn’t always simple to achieve, which is why Clarity Wealth developed its own proprietary systems to achieve clarity and create structures that instill confidence in the families they serve. The firm offers its clients an entire team of financial professionals who collaborate in their own unique process known as Family Wealth Advantage – a comprehensive framework for managing wealth both efficiently and effectively on an ongoing basis.
Clarity Wealth also works with its families to transition knowledge and wealth from generation to generation by applying another proprietary approach, the Family Wealth Council. This means not only knowing about the family’s wealth, but how it was earned, the sacrifices the early generations made and helping pass on that insight to future generations to create a lasting legacy.
“As we celebrate our first anniversary, we extend our heartfelt gratitude to the families we serve, our partners and dedicated team members who have contributed to our success,” said Jacoby. “Looking ahead, we remain steadfast in our commitment to empowering families to achieve their financial aspirations and continue to uphold the values that define our practice. Clarity looks forward to many more years of serving as a trusted advisor and guiding families towards financial clarity and prosperity.”
