# Clarity Financial Design

Clarity Financial Design is a RIA based in Sarasota, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Sarasota, United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** https://clarityfinancialdesign.com
- **LinkedIn:** https://www.linkedin.com/company/clarity-financial-design

## Regulatory record

- **CRD number:** 316258
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316258

## About

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.

## Sectors

- Private Wealth Management
- Financial Planning
- Estate Planning

## People

- Melissa Walsh — CFA, CFP — Founder and President

## 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.

### Who are the key principals at Clarity Financial Design?

The firm's leadership is not publicly disclosed. No named principals are available from public records.

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Last updated: 2026-08-11T15:06:27.647Z

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