Making Your Financial Path Clear

Total Clarity Wealth Management (TCWM) is a Registered Investment Adviser. Inspired by a shared vision of our financial advisors, Total Clarity provides Wealth Management and Financial Planning services to families and businesses throughout the United States.

We help our clients articulate a clear vision of what they wish to accomplish and put processes in motion to work towards those goals.

This website includes information about each of our financial advisors, upcoming events, disclosure documents, newsletter articles, calculators, and research reports. 

For more information please see our article from Forbes Magazine.

Hopefully this website will help you on your path to greater clarity.


  • Articles


    Educate yourself on a variety of financial topics.

  • Calculators


    A host of financial tools to assist you.

  • Newsletters


    Timely Newsletters to help you stay current.

  • Glossary


    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos


    Short animations that focus on a variety of financial topics.

  • Flipbooks


    These magazine-style flipbooks provide helpful information.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Time for a Trust

Common types of trusts, the issues they might address, and the benefits they may provide.

Looking Back, Looking Forward

Various indicators (leading, coincident, and lagging) may be helpful to better understand economic trends.

HOT TOPIC: Tightening the Rules on Corporate Inversions

Understanding inversions and their implications on tax revenues, corporate taxes, and for shareholders of inverted companies.

Overcoming Cloud Confusion

Cloud-based services available to businesses and some of the pros and cons.

More Newsletters →

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