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Complete Service

With our complete services offering, discover a comprehensive approach to wealth management where our experts manage your portfolio, assist your CPA with implementing your tax strategies and work with your attorney to assure your estate plan is properly established.

Investments

We'll help you establish a set of rules and behaviors designed to guide your investment portfolio. With different profit objectives and individual skills, we'll find the appropriate tactics for you.

Retirement Planning

We all know that we should be putting aside a portion of each paycheck for retirement, but picking the right strategy mix is imporant too. From a traditional IRA, 401(k) or 403(b) we'll help you plan properly.

Risk Management

Structuring a coherent approach to identifying, assessing and managing risk by building a process for regularly updating and reviewing the assessment based on new developments or actions taken.

College Planning

Let us help you evaluate the many types of ways to save for college to ensure your children are setup for success.

Estate Planning Strategies

By failing to properly plan, many of us are creating problems for our loved ones that do not exist.

Charitable Donations

Decide where to give for the greatest impact and to reach your charitable giving goals by giving back to others.

Core Service

If you're just getting started and don't require comprehensive services, our core offering allows access to our investment management platform tool, Guided Wealth Portfolios (GWP).

Start Investing for Your Future Today

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. You still get the Clarify Wealth Management, Inc. experience and expertise, but with the added convenience and transparency of an automated investing solution. Guided Wealth Portfolios (GWP) provides you personalized, objective investment advice through an online platform with 24-7 access to your accounts.

While other digital investing solutions, or robo advisors, offer online investment management, most don’t include a direct personal relationship with a dedicated financial advisor. With GWP, we’ll be your personal advisor [team], dedicated to you and your goals, helping to guide you through the investing process. Our Guided Wealth Portfolios service offers:

  • Personalized planning, service, and advice - The path to your financial goals is personalized for your specific stage in life, and will change as your life changes. If you ever have any questions, your advisor is only a phone call away.

  • Intuitive, intelligent technology - See your GWP accounts in one place, open new accounts, view your portfolio, and make updates via your personal portal. The technology makes the process fast and easy.

  • Advanced wealth management at a lower cost - We can implement your personal roadmap using proven investment techniques. Receive allocations designed for you and your savings goals, and benefit from trading techniques that may increase diversification and can help reduce taxes.

Whatever your retirement goals, we can help you.

Intelligent Investing

Guided Wealth Portfolios offers investment management designed to protect your portfolio against volatility and help you pursue your financial objectives. By investing with us, you receive:

Personalized roadmap
Based on your goals, investing time horizon, and risk preferences, you’ll receive an investment allocation and roadmap designed to help you pursue your objectives. As you get closer to retirement, your allocations will gradually change.
Holistic advice
By considering your retirement objectives and investments, our analysis allows you to work toward your investment goals.
Tax-efficient investing
Through advanced asset analysis, we’ll allocate your assets in a tax-efficient manner, and evaluate the tax impact of each trade before it goes through.
Consistent monitoring
Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing it as needed.
Tax-loss harvesting
If an investment experiences a loss, we may sell it to offset taxable gains in your portfolio. The investments sold are replaced by similar investments to maintain your asset allocation, so you get tax benefits while keeping a properly diversified portfolio.
Financial advice
We’re available if you have a question about your account or investing strategy.

Start Today

To get your dynamic proposal and start investing for your future today, go to https://www.lplguidedwealth.com/advisor/clarifywealthteam

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.


All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.


References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.