Confidential guidance, personalized service, and direct access to your team of professionals.
Expertise
Clarity Wealth has built a heritage of managing the assets of affluent families for as many as four generations of wealth. Our accolades are a reflection of the trust our clients have placed in us and confirms our team's distinguished service career.
Managing over $5 Billion in Client Assets
Forbes Top Wealth Management Teams High-Net-Worth 20231 #7 of 100
Forbes Best-In-State Wealth Management Teams 20242
Forbes Best-In-State Wealth Advisors 20243
Keith Jacoby, CEO, Partner; Michael McCain, Managing Director-Wealth Advisor, Partner; Mark Pittman, Managing Director-Wealth Advisor, Partner.
Barron’s Top 250 Private Wealth Management Teams 20244
1. 2023 Forbes Top Wealth Management Teams: Awarded November 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes 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 may have accounts with higher amounts. Fee paid for use of marketing materials.
2. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source Forbes.com). The Forbes Best-in-State 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. Fee paid for use of marketing materials.
3. 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors 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. Fee paid for use of marketing materials.
4. 2024 Barron’s Top 250 Private Wealth Management Teams: Awarded May 2024; Data Compiled by Barron’s based on the time period from Jan. 2023 – Dec. 2023 (Source:Barrons.com). Fee paid for use of marketing materials. The Barron’s Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisory and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Team Credentials
Years of Combined Experience
Financial Professionals
Certified Financial Planners® (CFP®)
Certified Investment Management Analysts (CIMA®)
Chartered Financial Consultant (ChFC®)
Certified Retirement Planning Counselors (CRPC®)
CFP®
The CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow. The following team members have earned the CFP®:
- Keith Jacoby, CEO, Partner
- Donald Nealon, Managing Director–Wealth Advisor, Partner
- Mark Pittman, Managing Director–Wealth Advisor, Partner
- Kurt Maurillo, Managing Director–Wealth Advisor, Partner
- Streeter Holden, Managing Director–Wealth Advisor
- Laura Ross, Senior Vice President–Wealth Advisor
- Evan Jones, Senior Vice President–Wealth Advisor
- Ashley Kelly, Vice President–Wealth Advisor
- Alex McCain, Vice President–Wealth Advisor
- Tanner Roe, Wealth Advisor
- Dylan Lampe, Associate Wealth Advisor
CIMA®
The Certified Investment Management Analyst® designation provides advisors with the tools to go beyond investment fundamentals. The program integrates practical knowledge with investment theory, with deep dives into advanced portfolio construction, accounting and risk management. It delivers a systematic process to put this sophisticated knowledge into action - differentiating services, solutions and outcomes. The following team members have earned the CIMA®:
- Keith Jacoby, CEO, Partner
- Daniel Lampe, President, Partner
- JP Holland, Vice President–Wealth Advisor
ChFC®
A Chartered Financial Consultant® is a professional designation representing the completion of a comprehensive course consisting of financial education, examinations, and practical experience. The ChFC® course includes topics such as estate planning and employee benefits planning. The following team members have earned the ChFC®:
- Sherry Lopez, Wealth Advisor
- Tanner Roe, Wealth Advisor
CRPC®
Chartered Retirement Planning Counselor℠ (CRPC®) is a professional designation awarded by the College for Financial Planning to candidates who successfully complete its study program and pass a final examination. The study program includes training in making a comprehensive assessment of an individual's financial needs before or after retirement, including sources of retirement income, personal savings, income taxes, estate planning, and more. The following team members have earned the CRPC®:
- Brian Kirk, Senior Vice President-Wealth Advisor