Update

We are pleased to announce that Financial Clarity has joined Rockefeller Capital Management, a leading independent financial services firm that operates three interconnected, client-driven businesses – Global Family Office, Asset Management and Strategic Advisory Services. Financial Clarity will change its name and become part of the Rockefeller Global Family Office effective November 1, 2019.

The Rockefeller Global Family Office has been the trusted advisor to a visionary family for more than 135 years and seven generations, with an unsurpassed legacy of success and contribution to the world around them. For the last 40 years, Rockefeller has helped other wealthy families and individuals manage the nuances and complexities of multi-generational wealth. And as of 2018, a new leadership team and vision was put in place to create a modern and seamless model for integrating private wealth and family office services – one that uniquely fits with our approach and our clients’ needs.

Please visit www.rockco.com for additional information on Rockefeller Capital Management.

Services

For over 25 years Financial Clarity has been guiding Silicon Valley founders,
venture partners and top executives in their quest to:

  • Manage the personal impact of expanding wealth
  • Grow and sustain a diverse mix of assets
  • Share their values with the next generation

Shared “Family Office”

Enjoy the sophisticated strategies and attention of a devoted family office without the overhead and obligations.

Next Generation

Financial literacy coaching for next-generation heirs.

Wealth Strategies Without the Overhead

Our attractive fee structure is the result of serving only those with concentrated wealth. A recent survey ranks our firm’s clients No. 4 in the nation for the average amount of assets under management.

This permits us to focus our attention on a small number of select clients.

CLIENT PROFILE

 

Preferred Investments

Endowment-style investing gives our clients access to favored share classes and institutional grade instruments most investors don’t even know exist.  Isn’t it time you knew?

OUR APPROACH

Team

The investment plan of each Financial Clarity client is developed, guided, and personally overseen by our Founder and President, Stanford T. Young.

News & Articles

RIA Leaders 2018

Financial-Planning published their annual ranking of the largest independent RIA firms in the United States. Based on their findings, Financial Clarity ranked 17th in the Nation when sorted by average account size. It was also the largest firm, by this measure, in Northern California. Please contact us for more details concerning these articles.

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Investment Advisor Public Disclosure 2019

Investment advisers file Form ADV to register with the Securities and Exchange Commission (SEC). The links below connect to Financial Clarity's filing of the Investment Advisor Registration (Form ADV) on the SEC website.

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RIA Leaders 2017

Financial-Planning published their annual ranking of the largest independent RIA firms in the United States. Based on their findings, Financial Clarity ranked 4th in the Nation when sorted by average account size. It was also the largest firm, by this measure, in California. Please contact us for more details concerning these articles.

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RIA Leaders 2016

Financial-Planning published their annual ranking of the largest independent RIA firms in the United States. Based on their findings, Financial Clarity ranked 5th in the Nation when sorted by average account size. It was also the largest firm, by this measure, in California. Please contact us for more details concerning these articles.

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