Call Us : 212-730-7029

Overview

Overview

Clarity Investments + Planning LLC is a fee-only financial planning firm that offers hourly services as well as ongoing investment management. There is no minimum net worth required of clients, and services can be customized to a client’s needs, preferences and budget. Clarity Investments + Planning LLC is a Registered Investment Advisor, held to a fiduciary standard.

Mission

To bring objective, high-quality financial advice to a broad range of clientele, regardless of their existing wealth.

Goals

Empower clients with the information they need to make the best financial decisions for themselves and their families.

Offer investment clients the same well-diversified portfolios they would receive at a traditional high-net-worth wealth management firm.

History

The firm was founded in 2008 by Annette Clearwaters and a partner as a sister company to a Manhattan-based traditional wealth management firm. While her experience had been focused on high-net-worth individuals, Annette wished to create a practice flexible in its services, fees, and clientele. She found that many people had a strong desire for independent, sound advice, yet found the options available limited and unsatisfactory if they lacked significant wealth. After six years of steady growth, she became the sole owner in 2014 and moved her main office to Westchester County, keeping meeting space near Grand Central for the convenience of her city-based clients.

 

Contact Us

Clarity Investments + Planning LLC
118 North Bedford Road, Suite 100
Mount Kisco, NY 10549

NYC Meeting Space:
60 East 42nd Street
New York, NY 10165

212-730-7029 phone
914-293-1015 fax

aclearwaters@clarityinv.com

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Consumer Disclosure

Access to this web site is provided for informational purposes only and without any warranties, expressed or implied, regarding the accuracy, completeness, timeliness, or results obtained from any information posted on this web site or any third party web site linked to this website.

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