Clarity Wealth earns dual recognition from Forbes

By: Clarity Wealth
 
NAPLES, Fla. - Feb. 15, 2024 - PRLog -- Clarity Wealth, a leading financial services practice with offices in Florida and Pennsylvania, received industry recognition as a top wealth management team with two highly coveted awards from  Forbes (https://www.forbes.com/lists/wealth-management-teams-best-in-state/?sh=7e07cbe076f2).

In January, the global business media company honored Clarity Wealth with a third-place ranking in Florida for the Best-in-State in Wealth Management. Additionally, Forbes ranked Clarity Wealth seventh nationally in America's Top Wealth Management Teams within the high-net-worth category.

The Forbes Best-in-State Wealth Management Teams and Top Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. High net worth designates advisors whose account sizes are typically under $10mm, though some may have accounts with higher amounts.

Clarity Wealth's comprehensive wealth management solutions cater to the diverse needs of its families, providing them with strategic financial guidance and ensuring their financial well-being.

"We believe being awarded these rankings from Forbes is a validation of our team's hard work, expertise and unwavering commitment to excellence," said Keith Jacoby, CEO at Clarity Wealth. "Securing third in Florida and seventh nationally in the high-net-worth category underscores our position as a premier wealth management practice dedicated to delivering superior financial solutions to our families."

Clarity Wealth's core mission is to deliver unparalleled financial expertise and service to its families.

About Clarity Wealth

Clarity Wealth has built a heritage of managing the assets of affluent families for as many as four generations of wealth. As a family of 47 financial professionals, Clarity Wealth organizes financial matters into a comprehensive wealth management plan that allows families to think more creatively and confidently about their future while providing financial clarity into their wealth management needs. Clarity Wealth has offices in Naples and Fort Myers, Fla., and Pittsburgh, Pa. With clarity comes confidence. For more information, visit clarity-wealth.com.

About Wells Fargo Advisors Financial Network

For more than 20 years, Wells Fargo Advisors Financial Network, the independent brokerage arm of Wells Fargo & Company, has simplified independence by partnering with successful financial advisors and fostering a mutual passion for doing what's right for clients.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. www.wfafinet.com. (http://www.wfafinet.com/)

Clarity Wealth is a separate entity from Wells Fargo Advisors Financial Network.

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Tags:Clarity Wealth
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Location:Naples - Florida - United States
Subject:Awards
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