Clarify Wealth Management

Clarify Wealth Management, Inc. is an SEC registered investment advisor located in Ohio. The firm was established in 2014 by James G. Brandenburgh, who serves as the President, Chief Executive Officer, and Chief Compliance Officer. The firm specializes in providing fee-based investment advisory services primarily to individual retail clients, high-net-worth individuals, trusts, estates, and various entities. The firm's investment strategies are tailored to individual client needs, and advisors act as fiduciaries, always prioritizing clients' best interests. Clients can expect asset management services, including ongoing investment advice and management through custodial accounts held at LPL Financial. The minimum account value required is generally $10,000, but exceptions may be made. Clarify Wealth Management offers both discretionary and non-discretionary asset management services. The firm charges fees based on a percentage of total assets under management, with rates varying based on account size. The firm conducts regular reviews of client accounts, provides financial planning services tailored to individual needs, and does not engage in performance-based fees or side-by-side management. Clarify Wealth Management does not have custody of client funds and uses LPL Financial as the custodian. The firm has a Code of Ethics in place, ensuring ethical conduct, and a Privacy Policy to protect clients' personal information. Clients can contact the firm for more information or to obtain a copy of the Privacy Policy.