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Clarity Financial Design
Clarity Financial Design specializes in helping women dream big, plan carefully, and stay focused on their financial purpose. The firm designs and implements...
Overview
Clarity Financial Design specializes in helping women dream big, plan carefully, and stay focused on their financial purpose. The firm designs and implements customized financial solutions for women and advises on retirement planning, investments, estate planning, taxes, insurance, and charitable giving. It also helps clients navigate the cash flow, tax, and legal complexities of being an entrepreneur. Based in Sarasota and Winter Park, Florida, it serves southwest Florida and works virtually with clients across the country.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Sarasota
Corporate office
United States
Principals
Melissa Walsh
CFA, CFP — Founder and President
Sector focus
Frequently asked questions
What services does Clarity Financial Design offer?
Clarity Financial Design provides financial planning, investment management, estate planning, and tax-efficient wealth strategies for high-net-worth individuals and families. The firm operates as a fiduciary RIA.
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