knowledge is power
understanding your finances empowers you to take control of your future.
wealth management
By managing your financial assets in-house, we can provide personalized strategies to help grow, preserve, and protect your wealth.. (more here)
financial planning
We incorporate your short-term needs and long-term goals into a comprehensive financial plan and work with you to update it as life’s circumstances change.. (more here)
ethical investing
We create portfolios that align with your personal values. We take an ethical investing approach by looking at three key pillars: climate change, human rights, and leadership & management. (more here)
tax planning
A strong tax planning strategy takes into consideration your individual, investment, and business decisions, with the goal to maximize your wealth.  (more here)
charitable giving & estate planning
Giving money to loved ones and to valued causes can be as challenging as it is important. We guide you through the process and bring in experts, as needed. (more here)
business & foundations 
By creating an investment strategy for our business and foundation clients, we help them meet their liquidity needs and invest their excess capital for growth. We can also setup and manage retirement plans for your employees.. (more here)
about Clarity
Clarity Wealth Management LLC was started with a family friendly approach in mind to provide tailored investment advise across many asset classes. We focus on providing a strong financial plan and create custom investment portfolios to help preserve and build wealth. (more here)

Clarity: The quality of being clear and easy to understand.
We are fiduciaries, loyal and dedicated to our clients.
start the conversation

​Call or email us today.
Clarity Wealth Management, LLC  •   413-200-0531   •   [email protected]
​​
432 Greenfield Road, 2nd Floor, Montague, Massachusetts 01351  USA  (At the Montague Book Mill Complex)
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results.

​Opinions expressed herein are solely those of Clarity Wealth Management LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Clarity Wealth Management LLC, an Investment Advisor in the Commonwealth of Massachusetts. Being registered as an investment adviser does not imply a certain level of skill or training. Insurance products and services are offered through Clarity Insurance LLC, an affiliated company.

The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the Commonwealth of Massachusetts or where otherwise legally permitted. 

​Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

​Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.