Our Process


At Clarity Point Financial Partners, we take the time to discuss your current situation and aspirations with you in order to develop a deep understanding of your short- and long-term needs. Together, we explore your values, priorities, time horizon, lifestyle, philanthropic pursuits, concerns and aspirations.


Based on the information gathered throughout the discovery process, we determine your risk tolerance and cash flow requirements. We also assess your current portfolio for opportunities for enhancement and create holistic financial plans and asset allocation strategies designed to position you for success.


We work with you to crystalize your key financial and non-financial goals, and base our recommendations on what most matters to you and your family. We then review the entire financial plan and allocation strategy with you to ensure it aligns with your objectives.


Together we then help you implement our recommended strategies. We guide you as you make adjustments to your cash flow, retirement plan contributions, asset allocation, insurance, estate plans, and more. Our goal is to align your future outcome with the plans we’ve made together.


We provide ongoing investment and balance sheet monitoring and regularly review your goals and portfolio with you. We understand that circumstances change, which is why we adjust, rebalance and reallocate your portfolio as necessary per changing market conditions and your evolving personal needs.

Learn More About Clarity Point Financial Partners

Five Greentree Centre
525 Route 73 North, Suite 306
Marlton, NJ 08053
(856) 291-9300

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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

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