CLARITY WEALTH MANAGEMENT LLC
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our process
We strive to build a comprehensive and integrated financial plan to address your goals. Over the course of multiple meetings, we discuss your needs, outline our investment management process, and implement your investment strategy.
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exploration & your goals
Our first meeting is where we get to know each other: our process and your needs. This is your time to share your goals and dreams with us and let us know what you are looking for. If our financial planning and asset management offering is a fit for you, we will sign an engagement letter which serves as a symbol of our accountability, focus, and transparency.

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financial planning
Following the first meeting, we give you access to our financial planning portal, which allows you to enter your information in a secure and confidential manner. We work with the information you give us to build your financial plan, which takes into consideration your income, career trajectory, family status, investments, retirement goals, real estate, risk management, insurance, debt, and taxes.
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At the second meeting, we will present the plan to you with specific recommendations and will begin working with you to implement it.

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investment advisory
Once your financial plan and your financial goals are defined we can start investing. We will work with you to determine your risk profile and the investments most suitable for you. We will build a portfolio that may contain stocks, bonds, ETF’s, mutual funds, annuities, and insurance products that are tax-efficient and will help meet your needs.

Once the portfolio is implemented we will monitor your investments, rebalance, and make changes as needed.

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communication with you
Formally, we will plan to meet with you at least once per year, but we are always available to discuss your investments and major financial decisions - no appointment needed! In addition, our financial planning portal provides you with real time insight into your investments, budget, and net worth, giving you a clear lens into your finances at all times.

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advisory fees and commissions
We will explain to you how we get paid for asset management and financial planning and pledge to offer complete transparency. There are three ways that we can potentially get paid: a one-time fee for creating a financial plan, an ongoing fee for the assets we directly manage, and a commission paid by an insurance company. You can find additional information about our fees [here]

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staying the course
Investment planning is a long term relationship, so it is very important that you feel comfortable and confident with your plan and with us as your financial advisors. We update your plan and schedule meetings to review your overall portfolio and to address changes in your life such as marriage, divorce, new baby, inheritance, the purchase/sale of a home, or even the purchase of a large ticket item such as a car or a new boat.
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Senaida Bautista
[email protected]​
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413-200-0531
take control now >
start the conversation

​Call or email us today.

Clarity Wealth Management, LLC  •   413-200-0531   •   [email protected]
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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. 

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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.
  • home
  • our services
  • our process
  • about
  • contact