Services Offered
Investment Management
Customized portfolio management with a focus on safety and productivity, tailored to your risk tolerance and goals.
Wealth Planning
Comprehensive strategies for asset growth, retirement, and estate planning to secure your financial future.
Trust Account Services
Expert management of trust investments with transparent communication and proactive oversight.
Financial Consultation
Personalized advice and education on investment options, market trends, and financial decision-making.
Client Education
Ongoing updates and insights to keep you informed and involved in your financial journey.
Reviews
5(3 reviews)
Rating Distribution
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Sharleen Harvey
via Google
4 months ago
I've had my Trust investment account with Clarity Wealth Management since they first opened the business. I am so confident in their investing, I never worry about the account, I know it is safe and has proven to be productive. Howard Del Monte manages the account as if it is his own, and that is much appreciated. The cost is actually a bargain.
J
JOHN HOLSTENvia Google
about 1 year ago
Love working with Howard Del Monte! He is professional, knowledgable, and carring. I'm very happy to be one of his clients.
C
Chris Painevia Google
about 1 year ago
Howard has done a magnificent job of handling our account. He has been truthful and even said he would leave one of our accounts with another institution because they were doing a good job, but if we wanted to transfer the account to him, he would do what we wanted. He keeps us informed and asks for our input. He is very intelligent and knowledgeable and tells us about trade he is doing and why. I have recommended him to several people and will continue to do so.
