Broker Check

401(k) Plans, Profit Sharing and Defined Benefit Plans

Expect More From Your Retirement Plan with Clarity Wealth Management

We believe that your well-managed 401(k) plan should receive the same, fresh outlook we bring to our clients’ individual investment portfolios, where mind AND personal meaning are equally represented. To that end, we are proud to make available our distinct approach to 401(k) plan management: we call it Responsible Retirement. 

Everything we do is based on a simple fiduciary promise: to do what's right for you, your company, and your employees, no matter what. It's the very same obligation you have as the sponsor of your plan - and we're proud to share it with you. 

Serving as lead advisor of an expert team, Clarity Wealth Management provides an efficient, effective source of collaborative advice for plan sponsors and their participants; access to the same, smart investment vehicles we incorporate within clients’ wealth management portfolios; and transparent, highly competitive total plan costs.

Program highlights include:

  • We take the investment liability off your shoulders. This takes the liability for investment selection and performance monitoring off of the plan sponsor.

  • We offer secure access to institutional investment vehicles that are not available on retail 401(k) platforms, including investment options offered by Dimensional Fund Advisors.

  • In an environment of escalating regulatory scrutiny, we provide ongoing professional assistance in interpreting, implementing and monitoring current and evolving fee disclosure requirements.  

See our brochure, Expect More From Your Retirement Plan, for more details.

Let’s talk about what else what makes us different…