Transforming Complexity into Opportunity

Total Clarity Wealth Management, Inc. is a Registered Investment Adviser, founded in 2006. Inspired by the shared vision of our financial advisors, Total Clarity provides wealth management and financial planning services to families and businesses throughout the United States. In an increasingly complex world, we help our clients to articulate a clear vision of what they want to accomplish;  and together, we put a process in motion to work toward those goals.

This website includes biographies and contact information for each of our financial advisors.  Upcoming events, current newsletters and timely research articles are available for you to review. Various interactive calculators are provided for you to learn more about your current finances and identify your future goals. 

Be sure to read our recent feature in Forbes Magazine, which describes our mission and vision for Total Clarity; and take a look at our discolsure documents for detailed background information about the company and each of our financial advisors.



  • 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.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Mortgage Acceleration

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

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Evaluating a Pension Plan Offer

How lump-sum offers are calculated plus factors and trade-offs to consider when a lump-sum offer is on the table.

Using Data to Drive Critical Decisions

Ways in which small businesses are using data to improve efficiency and customer interaction.

Universal Life for Flexibility

With a universal life insurance policy you can change the frequency and amount of premium payments or death benefit.

Community Property Laws: Yours, Mine, and Ours

An outline of community property laws and “equitable distribution” laws applicable in non–community property states.

More Newsletters →

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