the team
At Clarity Wealth Management, LLC, we each have over 13 years of investment industry experience and understand that life is constantly changing. There are two sides to wealth management: the financial plan and the investments, which we bring together to create an investment advisory firm able to do both in house.
Senaida Bautista
Senaida Bautista is a Financial Advisor and Co-Owner of Clarity Wealth Management LLC. She has worked on providing tailored investment services to individuals, families, and foundations for the past 18 years. Her focus is to provide a financial road map that addresses common concerns of income, growth and liquidity.

Senaida’s finance career started in private equity where she worked on compliance, management, and valuations of closed-end funds listed on the NYSE. Later she made a transition to become an Investment Advisor for Park Avenue Securities, and is currently registered as an Investment Advisor with a Series 65 and Life and Health License in Massachusetts. Senaida is currently studying for the CFP exam.
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Senaida lives in Montague Massachusetts with her family. She grew up and went to school in Southern California. Senaida is on the boards of the Amherst Woman’s Club and the Beacon Hill Women’s Forum. She also has worked closely with the Women’s Economic Venture of Santa Barbara on small business development.

    Contact Senaida Bautista Directly
Samuel P Plotkin, CFA
Full time dad and financial planner. Part time sailor, mountain biker, disc golfer, and cook. Helping people navigate their finances and grow their wealth is what makes financial planning such a rewarding profession.

Before co-founding Clarity Wealth Management, LLC, Sam spent over a dozen years working at three large asset managers in Boston: Putnam Investments, Eaton Vance Management, and Wellington Management. There, he practiced long-term investing and gained experience with both stock market and private equity investing. Sam is also a real estate investor and has helped advise both start-ups and small businesses to successfully launch their business. Sam received the Chartered Financial Analyst designation in 2013.

Sam lives in Greenfield Massachusetts with his family and serves on the finance committee of the Greenfield Center School.

    Contact Sam Plotkin Directly

"Our passion comes from knowing that we make a difference and build confidence in the people that we work with. Our underlying goal is to build long-term relationships with our clients, helping to steadily grow their wealth over time through careful asset management, tax planning, and saving. Our hope is that we will grow our friendship with our clients over time as well."
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​Call or email us today.  Take control of your future now.

​our offices:
117 Main Street, Greenfield, Massachusetts  01301  USA ​
432 Greenfield Road, 2nd Floor, Montague, Massachusetts 01351  USA
Clarity Wealth Management, LLC  •   413-325-8994   •   info@clarityma.com
 
• 117 Main Street, Greenfield, Massachusetts  01301  USA 
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• 432 Greenfield Road, 2nd Floor, Montague, Massachusetts 01351  USA
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​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.

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