Partnering To Better Serve Our Clients

Since the inception of Clarify Wealth Management, clients have entrusted us as stewards of their investments. It’s a commitment that we have never taken lightly, based on our tradition of personal service and continuous expertise. It’s with that same care that Clarify Wealth Management has merged with Credent Wealth Management.

The shared principles and values of the two companies will continue to benefit clients, and our expanded team of professionals will garner new opportunities.

Among the potential benefits for clients are:

• Enhanced tax management strategies to lower the total cost of investing.
• Performance data verified and audited by an independent third-party.
• A Unified Managed Account platform, allowing the ability to construct, manage, and pivot investment strategies in a quick, decisive, and client-centric approach.

We encourage you to reach out to your financial advisor to begin leveraging the benefits this partnership brings. We thank you for the trust you have placed in us and look forward to continuing to be a partner with you for many years to come.