Wealth Clarity

A holistic perspective on the relationship and management of your wealth.

Our Process: The Wealth Clarity System

New content is being prepared to address this topic. Visit The Wealth Clarity Blog for our views on achieving a life of security and significance.

 

Does the financial equation for my life work?
  • Although most of us dream of being financially independent, the goal frequently remains elusive. The difficulty often lies in knowing what we will need or want in the future, and uncertainty around return forecasts only adds to the ambiguity. Good planning and investment management can help deal with challenges, but......

Diversifying my concentrated stock, options, RSUs
  •  Consider a 10b5-1 Plan. Here’s why. In the casino game roulette, gamblers bet on where a ball will land on a spinning wheel with numbered slots. Players may choose to place bets on either a single number or a range of numbers, red or black, or if the number is......

Simplifying my financial life
  • In my last post I talked about the young millionaires, many 35 and younger, and the hidden risks of not seeking financial advice; opting instead for a do-it-yourself approach.  To the credit of this budding wealth creator crowd, the financial services industry has been big, slow, and expensive to work......

Executive Compensation Planning

New content is being prepared to address this topic. Visit The Wealth Clarity Blog for our views on achieving a life of security and significance.

 

Building my Professional Advisory Team
  • In my last post, I talked about wealth creators--and asked if you are one. In short, wealth creators are usually new to wealth, representing the first generation in their families to have significant resources. They tend to think more about what the wealth can do for their lives--how it can enable them to live a life consistent with their values--than merely sustain their financial situation. Most wealth managers focus on the needs of the more tenured wealthy, so-called "old money." I've decided to focus on wealth creators. They have unique needs that can be very different from those for whom wealth has been in the family for a long time. For instance, with so called "old money," there is a more mature family advisory infrastructure. As a result, advice tends to primarily investment-oriented, with a focus on standard institutional wealth protection and conservative growth approaches. The services tend not to focus on ideal life outcomes and values. They are not the creative, custom approaches required of a wealth creator. ...

Consolidated Reporting and Tax Administration
  • Our good friends over at Kovarik & Kim, CPAs have published their latest tax epistle, and we have scoured it for nuggets of wisdom.  Dan and Scott’s focus on high net worth individuals makes this an annual must read.  Without taking anything away from their letter, I have attempted to highlight......

Case Studies

New content is being prepared to address this topic. Visit The Wealth Clarity Blog for our views on achieving a life of security and significance.