Clariti Wealth Advisors

Clariti Wealth Advisors is a registered investment adviser established in January 1983 and based in Wilmington, DE. The firm offers financial planning and investment management services, tailored to support clients' specific financial goals and objectives. Services include financial planning, investment management, tax planning reviews, and assistance with trust distributions. Hourly consultations are available for clients with specific needs. Investment advisory services are offered to individuals, trusts, retirement plans, and non-profit organizations. The firm does not serve as an attorney and does not provide legal services. Clients have discretion over their investments, with the firm typically receiving discretionary authority to select securities based on agreed-upon guidelines. Clariti Wealth Advisors charges fees ranging from 0.45% to 0.95% annually, based on the client's investable assets. The firm primarily uses mutual funds and ETFs for investment exposure and employs a combination of active and passive strategies. Clients are periodically updated on their investment accounts and receive consolidated reports. The firm does not charge performance-based fees and does not vote proxies on behalf of clients. Clariti Wealth Advisors does not have any disciplinary events and has no financial conditions that would impair its ability to meet client commitments. The firm emphasizes a Code of Ethics focused on objectivity, fairness, and regulatory compliance. Clients are urged to review custodian statements and reports provided by the firm.