Clarity Wealth Management of Sullivan & Associates Wealth Management
Why pick this one
Clarity Wealth Management specializes in equity compensation analysis and has over 20 years of experience in wealth management.
Best for
- high-earning professionals with equity compensation
- individuals needing tax planning related to stock options
Look elsewhere if
- individuals with low income or without equity compensation
Specialties
- equity compensation analysis
- tax planning for equity compensation
Certifications
- CPWA
- CFP
- CRPC
What makes them different
- serves only equity compensated investors
- custom equity compensation review
- focuses on high-earning professionals
- offers a free personalized equity compensation analysis
- positions advisors as trusted confidants
- Response time
- 20 Minute initial strategy session
- Years in business
- over 20 years
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 4242 SIX FORKS Rd Ste 1550, RALEIGH, NC 27609
- Phone
- 9196479980
- Website
- http://www.claritywealthmanagement.us/
- david.booker@clarity-wm.com
Services
- wealth management
- financial advisory