Clarity Capital Partners Email Format

Financial ServicesCalifornia, United States2-10 Employees

Clarity Capital Partners is a national boutique wealth management firm based in Newport Beach, California, providing financial guidance to entrepreneurs, multi-generational families, retirees, and key executives. The firm emphasizes personalized service and a broad range of financial solutions, including retirement and financial planning, investments and asset allocation, education planning, legacy and philanthropy, risk management and insurance, and strategic business advice. It operates within the financial services industry and offers investment advisory and financial planning through Summit Financial, LLC, an SEC-registered adviser, with securities brokerage provided by Purshe Kaplan Sterling Investments. The organization serves clients with complex or distinctive financial needs, aiming to address succession planning, risk, and strategic wealth management considerations. Recent activity includes stakes acquired in the pharmaceutical and medical device sectors, reflecting its involvement in diversified asset interests. The company is based in the Newport Beach area of California and is described as having a small professional team.

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