With Clarity Comes Confidence
Clarity Wealth helps families simplify the complex aspects of wealth management to maximize the enjoyment of the life you are leading today. We strive to build deep, meaningful, and trusted relationships with your family now and for generations to come.
Accolades
Awarded by industry leading publications
Forbes Best-In-State Wealth Management Teams 20261
Forbes Top Wealth Management Teams High-Net-Worth 20252
Forbes Best-In-State Wealth Advisors 20263
- Keith Jacoby, CEO
- Michael McCain, Managing Director - Wealth Advisor, Partner
- Kevin Wolf, Managing Director - Wealth Advisor, PIM Portfolio Manager
- Scott Metzger, Managing Director - Wealth Advisor, PIM Portfolio Manager
- Mark Pittman, Managing Director - Wealth Advisor
- Maureen McPeek, Managing Director - Wealth Advisor
Barron’s Top 250 Private Wealth Management Teams 20264
Barron’s Top 1500 Financial Advisors 20265
- Keith Jacoby, CEO
- Michael McCain, Managing Director - Wealth Advisor, Partner
- 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). Fee paid for use of marketing materials.
- 2025 Forbes Top Wealth Management Teams High Net Worth: Awarded November 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). Fee paid for use of marketing materials.
- 2026 Forbes Best-in-State Wealth Advisors: Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 06/30/24 - 06/30/25 (Source: Forbes.com). Fee paid for use of marketing materials.
- 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.
- 2026 Barron's Top 1500 Financial Advisors: Awarded March 2026; Data Compiled by Barron's based on the time period from Sept. 2024 - Sept. 2025 (Source: Barrons.com). Fee paid for use of marketing materials.
Our Family Wealth Advantage™ process is designed to provide the clarity that comes with having your arms around all aspects of your financial life, the confidence that you've identified your priorities and goals, and the structure to keep your plan in sync with your life. Through this structured framework, we strive to create a plan for your family that provides for a lifetime of sustainable and rising cash flow that lasts out to and beyond life expectancy. We work with your family to prepare for a meaningful legacy of not just wealth but values of stewardship to efficiently and effectively transfer wealth to children, grandchildren, and those important to you.
When you have your financial life organized, you can think more creatively and confidently about the future. We find that when your financial life is organized you can enjoy your life and gain the confidence that comes with knowing your future is on track.
With Clarity comes Confidence.