Clarity Capital Partners (Wealth Management) Overview

  • Service
  • Limited Partner Consultant
  • Founded
  • 2000
Founded
  • Employees
  • 5
Employees

Clarity Capital Partners (Wealth Management) General Information

Description

Clarity Capital Partners is a boutique, wealth management firm which specializes in partnering with business owners. The firm provides services in the areas of strategic financial advice, pre & post retirement planning, investment planning, estate planning, education planning and legacy building. Clarity Capital was founded in 2000 and is based in Newport Beach, California.

Contact Information

Year Founded
2000
Service Provider Type
LP Consultants
Primary Office
  • 5000 Birch Street
  • East Tower, Suite 100
  • Newport Beach, CA 92660
  • United States
+1 (800) 000-0000
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Clarity Capital Partners (Wealth Management) Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Clarity Capital Partners (Wealth Management) Team (5)

Name Title Deals Office Contact
Info
Todd Rustman Founder & Managing Partner Newport Beach, CA
Olivio Gomez Vice President, Investment Advisory Services Newport Beach, CA
Shawne Malone Vice President, Investment Advisory Services Newport Beach, CA
Brittany Slater-Gautreau Vice President, Pacific Northwest Division Newport Beach, CA
You’re viewing 4 of 5 team members. Get the full list »