Clarity Capital Management is an independent boutique financial planning firm offering personal, client-based guidance through a team approach. Based in Sumner, Washington, the firm helps clients define and pursue their financial goals with recommendations tailored to their individual circumstances. It offers complimentary initial consultations and does not charge for financial plans; fees apply once the firm begins managing funds.

Its services include investment planning, with custom-blended portfolios, ongoing monitoring, and attention to tax-saving opportunities, as well as retirement and retirement income planning. Clarity Capital also supports federal employees covered by FERS and CSRS at different career stages. Additional services include estate planning in collaboration with attorneys and accountants, small business financial planning, and insurance planning and risk management.

The firm’s comprehensive planning approach can address retirement, education, estate matters, small business needs, tax efficiency, and protection against risks such as premature death, disability, and long-term care needs. Securities are offered through San Blas Securities, and advisory services through SB Advisory, LLC and San Blas Advisory, Inc.; these entities are not affiliated with Clarity Capital Management.