Page 8 - Winter 2024 Bulletin

Serving Physicians and Their Families Today & For Generations to Come
HCMA
BENEFIT
PROVIDER
MANAGING over
Since 1980, Clarity Wealth has been helping families live their best lives today and for generations to come. Thanks to these
families who have entrusted their financial confidence to us, Forbes named us the top-ranked wealth management practice in Florida and the #7 practice in the nation with more than $5 billion in managed assets. Learn more about how we provide clarity, confidence and structure at clarity-wealth.com.
Scan for Clarity
$5 BILLION * IN CLIENT ASSETS *As of Jan.
2024
With CLARITY Comes ConfidenceTM
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.
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (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. Keith Jacoby, CEO, Partner; Michael McCain, Managing Director-Wealth Advisor, Partner; Mark Pittman, Managing Director-Wealth Advisor, Partner.
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). High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts. ]. • 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. Fee paid for use of marketing materials.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Member SIPC. Clarity Wealth is a separate entity from WFAFN. 04292026-7242143.1.1
CLARITY-WEALTH.COM I NAPLES 239.254.2252 I FORT MYERS 239.479.7943