Clarity Wealth Advisors

Clarity Wealth Advisors

Founded in 2011 and headquartered in San Jose, California, Clarity Wealth Advisors operates as a registered investment adviser providing investment supervisory services, financial planning, and pension consulting. The firm builds its client relationships around a personal-CFO model, starting each engagement by identifying a client's investment goals, risk tolerance, tax implications, and income needs before constructing a portfolio. Clarity employs an asset-allocation framework to build diversified client portfolios, spreading exposure across multiple asset types, classes, styles, sectors, and geographic regions. The firm selects third-party money managers to implement portions of its strategies and monitors those allocations on an ongoing basis. Financial planning services anchor the firm's advisory offering, with customized plans serving as the foundation for every investment mandate the firm undertakes. The firm operates from a single office at 2160 The Alameda in San Jose. Public disclosures do not specify the number of investment professionals, total regulatory assets under management, or aggregate deployment figures. No adjacent vehicles—such as affiliated philanthropic foundations, real-asset arms, or operating businesses—appear in available firm materials. Clarity Wealth Advisors differs structurally from many RIAs in its explicit bundling of discretionary investment management with ongoing pension-consulting services under one roof. That dual mandate—serving individual advisory clients alongside pension-plan sponsors—creates a broader regulatory footprint and a multi-stakeholder service model uncommon among firms of its apparent size and local-market focus.