Clarity Wealth

Clarity Wealth Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Clarity Wealth, Financial service, 8625 Tamiami Trail N, Naples, FL.

Offices located in Florida (Naples, Fort Myers, and The Villages) and in Pittsburgh, Pennsylvania, Clarity Wealth helps your family simplify the complex aspects of wealth management. Our Family Wealth Advantage™ process is designed to provide clarity that comes with having your arms around all aspects of your financial matters, the confidence that you've identified your priorities and goals, and the structure to keep your plan in sync with your life.

Happy !Today is a good reminder that a 529 plan is more than a college savings account. For families thinking about gen...
05/29/2026

Happy !

Today is a good reminder that a 529 plan is more than a college savings account. For families thinking about generational wealth, it's one of the most powerful and underused tools in the estate planning toolkit.

Here's what most people don't know:

- You can "superfund" a 529 with up to $95,000 per beneficiary (5-year gift tax averaging) and remove it from your taxable estate immediately.

- Unused funds can roll to a Roth IRA for the beneficiary under SECURE Act 2.0 (up to $35,000 lifetime limit).

- You can change the beneficiary to a sibling, grandchild, or another family member without penalty.

- A Dynasty 529, funded early, can compound tax-free across multiple generations.

Wealth isn't just what you leave behind. It's the education, the values, and the tools you pass forward.

Talk to your Clarity Wealth advisor about how a 529 fits into your family's broader legacy plan.
Wells Fargo Advisors Financial Network does not provide legal or tax advice.

Please consider the investment objectives, risks, charges and expenses carefully before investing in a 529 savings plan. The official statement, which contains this and other information, can be obtained by calling your financial advisor. Read it carefully before you invest. show less

Read the Blog: https://www.clarity-wealth.com/blog/2025/09/25/legacy-planning-not-just-for-the-ultra-high-net-worth/

#

Clarity has a long history of working with , and when the time comes to sell, they often wonder, "What to do with mysel...
05/29/2026

Clarity has a long history of working with , and when the time comes to sell, they often wonder, "What to do with myself now?" Our answer to our clients is simple: dream bigger.

The transition from building something to managing something is one of the hardest pivots in a person's financial life. No paycheck, no quarterly targets, no team to lead. Just a balance sheet and a lot of questions. This is exactly why we built our Family Wealth Advantage (TM) process. It doesn't just organize your assets. It helps you redesign your financial identity for the next chapter.

If you've recently sold a business or are planning to, the most important move isn't where you invest the proceeds. It's finding the team that helps you figure out what you're building next.

Ready to find your clarity?
Let's talk: https://www.clarity-wealth.com/contact/

We made the Barron's 2026 Top 250 Private Wealth Management Teams list at #79. We're grateful. This reflects the trust ...
05/28/2026

We made the Barron's 2026 Top 250 Private Wealth Management Teams list at #79. We're grateful. This reflects the trust so many families have placed in us, and we don't take that lightly.

Barron's looks at credentials, regulatory records, and how well a team is equipped to serve its clients. It's a meaningful benchmark. But the metric we care most about is simpler: do our clients feel clarity, confidence, and peace of mind? If the answer is yes, we're doing our job.

If you've been wondering whether your financial life is as organized as it could be, let's talk.

‌nfidence

2026 Barron's Top 250 Private Wealth Management Teams: Awarded May 2026; Data Compiled by Barron's based on the time period from Jan. 2025 - Dec. 2025 (Source: Barrons.com). Fee paid for use of marketing materials. See Disclosures: Third Party Award disclosures | Wells Fargo Advisors https://urldefense.proofpoint.com/v2/url?u=https-3A__www.wellsfargoadvisors.com_disclosures_awards-2Ddisclosures.htm-23barrons&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=ukKPA2DVzvUeOR2cSN10oubRZSBjx41vPXbswWGxbdY&m=-jWTeZjwCi3YBNlF26DnzeCwqvbSXld-QnyW4Ao2iLuFN_m0f04HlpSjwVzFA33g&s=ieRLf0B5I7Q5KULjBbjiD0khef5iM_VlGwardnirrtY&e=

This Memorial Day, we pause to honor the men and women who gave everything in service to this country. Their sacrifice i...
05/22/2026

This Memorial Day, we pause to honor the men and women who gave everything in service to this country. Their sacrifice is the reason we get to do what we love every day. We're grateful, and we don't take that lightly. Wishing you a meaningful day with the people who matter most.

A client came to us after selling his business for $22M. His first words were: "I don't know what to do with myself."He ...
05/20/2026

A client came to us after selling his business for $22M. His first words were: "I don't know what to do with myself."

He didn't mean the money. He meant everything else.

The transition from building something to managing something is one of the hardest pivots in a person's financial life. No paycheck, no quarterly targets, no team to lead. Just a balance sheet and a lot of questions.

This is exactly why we built our Family Wealth Advantage (TM) process. It doesn't just organize your assets. It helps you redesign your financial identity for the next chapter.

If you've recently sold a business or are planning to, the most important move isn't where you invest the proceeds. It's finding the team that helps you figure out what you're building next.

Learn more: https://www.clarity-wealth.com/family-wealth-advantage/

Big news for Pittsburgh.Clarity Wealth is growing, and we could not be more excited to welcome the Seymour Gielarowski G...
05/19/2026

Big news for Pittsburgh.

Clarity Wealth is growing, and we could not be more excited to welcome the Seymour Gielarowski Group to our family. Joseph Seymour, Michael Gielarowski, and their team have spent over 25 years serving clients the right way. They start with a conversation, building a plan around you, and think in generations, not quarters. And their 3-year streak of being named a Forbes Best-in-State Wealth Management Team for 2024, 2025, & 2026 shows they have the numbers to back it up.

That approach fits perfectly. Together, we are expanding what we can do for Pittsburgh families and the clients who trust us with what matters most. Please join us in welcoming Joseph Seymour, Managing Director – Wealth Advisor, Michael Gielarowski, Managing Director – Wealth Advisor, Lisa Hitchcock, Practice Manager, Nicholas (Cole) Seymour, Wealth Advisor, and Joshua Nieman, Registered Client Associate to the Clarity Wealth team.

They are now the Seymour Gielarowski of Clarity Wealth.

Meet the team here: https://www.clarity-wealth.com/team/locations/seymour-gielarowski/

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com).
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com).
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com).
See Disclosures: https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm

May is Disability Insurance Awareness Month. Here's a number that stops most high earners cold: 1 in 4 workers will expe...
05/12/2026

May is Disability Insurance Awareness Month. Here's a number that stops most high earners cold: 1 in 4 workers will experience a disabling illness or injury before they retire.

For a C-Suite executive or a business owner with a complex income structure -- stock options, deferred comp, K-1 income -- a standard group disability policy likely covers only a fraction of your actual earnings. This is the gap that many miss, but not the advisory team at Clarity Wealth. Protecting your income is the foundation of everything else in your investment plan. Your portfolio can't grow if your earning power disappears.

We work with high-complexity professionals to audit their full protection picture -- not just what's on the benefits page. Because a truly organized financial life leaves no blind spots.

Read more: https://www.clarity-wealth.com/services/

At Clarity Wealth, we spend our days working with families. And the longer we do this work, the more we understand that ...
05/08/2026

At Clarity Wealth, we spend our days working with families. And the longer we do this work, the more we understand that behind almost every family's story, there is a woman who shaped it.This Sunday is for the women who held everything together while everyone else figured it out. To every mother, grandmother, and mother figure in our community, we see you. We're grateful for you. And we hope this Sunday gives you even a fraction of what you give every other day of the year.

Happy Mother's Day.

May is Older Americans Month, and it's a good time to talk about something many families avoid: What happens if you need...
05/05/2026

May is Older Americans Month, and it's a good time to talk about something many families avoid: What happens if you need care later in life, and who pays for it?

Here's the reality: Medicare doesn't cover extended long-term care. The average cost of a private nursing home room now exceeds $100,000 per year, and two-thirds of Americans will need some form of care after age 65 according to www.longtermcare.gov & https://ltsschoices.aarp.org/scorecard-report/2023/dimensions-and-indicators/nursing-home-cost

At Clarity Wealth, we plan for the chapters most people don't want to think about -- because we believe that's where the real protection lives. Our 3 Altitudes of Planning framework helps ensure your care strategy is built into your larger financial picture, not bolted on as an afterthought.

Ask yourself:
- Do I have a plan if I need in-home care for 3-5 years?
- Does my spouse have a plan if something happens to me?
- Have I protected my estate from being eroded by healthcare costs?

Financial confidence isn't an accident. It's a plan.

Learn more: https://www.clarity-wealth.com/blog/2025/09/25/protecting-what-matters-most-how-life-insurance-can-strengthen-your-estate-plan/

Why Legacy Planning Matters for Everyone:- Beyond the Portfolio: It's about passing down your values, your stories, and ...
04/29/2026

Why Legacy Planning Matters for Everyone:

- Beyond the Portfolio: It's about passing down your values, your stories, and your vision for the future—not just your financial assets.

- Clarity in Transitions: Proper planning removes the "guesswork" for your loved ones, providing a clear roadmap during emotional times.

- The 3 Altitudes of Planning: From immediate cash flow (Runway) to long-term family security (35,000 feet), a structured plan ensures no detail is overlooked.

- Generational Growth: Teaching the next generation the "Finance 101" basics today empowers them to be responsible stewards of their inheritance tomorrow.

Legacy planning isn't a one-time event; it's a lifelong practice of organization and intention. By "decluttering" your financial life today, you create the space to build a more meaningful tomorrow.

Ready to start building your family's roadmap?

Read the full guide written by our CEO, Keith Jacoby, here: https://www.clarity-wealth.com/blog/2025/09/25/legacy-planning-not-just-for-the-ultra-high-net-worth/

, , ,

Address

8625 Tamiami Trail N
Naples, FL
34108

Website

Alerts

Be the first to know and let us send you an email when Clarity Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Featured

Share

Category