Blaine P. Hess
CFP®
Co-Founder
Clarity
The need to be understood, both aspirationally and situationally
Successfully managing wealth requires overcoming three challenges:
Construction
The need for properly built investment portfolios
Management
The need for regular and ongoing advice
Additionally, we are a fiduciary, which means all of the recommendations we make are in your best interests. Some investment firms are only held to a “suitability” standard and are likely to recommend products that will pay the highest commissions or avoid those that pay no commissions. We believe our clients deserve better.
