Brian Britt serves as Founder and Senior Retirement Strategist for CLEARWEALTH Asset Management, Inc., where he provides comprehensive wealth management strategies for private clients nationwide and throughout San Diego.
Since 2010, CLEARWEALTH Asset Management has been providing comprehensive retirement planning and investment management services to individuals and families nationwide. As a holistic top-down retirement planning practice, CLEARWEALTH Asset Management will design and create a blueprint to help you build the retirement plan of your dreams. Whether you are near retirement, recently retired, or still have many years before retirement, CLEARWEALTH Asset Management can help. From 401(k) retirement plans to investment plans and more, we have you covered.
Our extensive offering of services and strategies include:
- Comprehensive Holistic Top-Down Retirement Planning
- Strategic and Tactical Portfolio Design and Implementation
- Institutional Asset Management Services
- Low-Cost ETF Models
- Mutual Funds
- Individual Employee Retirement Plan Management (with selected custodians)
- Insurance
- Annuities
- Education Funding Strategies
- Structured Notes
- Long Term Care Funding Strategies
No constraints. CLEARWEALTH’s multi-custodial platform has the competitive advantage of offering choices that are outside of the limited proprietary products offered at large brokerage firms. With CLEARWEALTH, you are not tied to just one brand or custodian and always have the ability to make changes if you are not satisfied. You have many options when it comes to our financial services.
More services. Through our many partnerships and strategic alliances, we offer a better choice of products and services without bias toward any one provider or brand, giving us the ability to always act in our clients’ best interest as a fiduciary. Your retirement planning will be more well-rounded with our many financial services.
Favored pricing. Our fees for financial services are able to be structured in several ways that allow our clients’ control and choice when designing an arrangement that is mutually beneficial. Our compensation can be arranged as a percentage fee of assets under management, on an hourly rate basis, or for a flat fee based on services provided (e.g. Comprehensive Financial/Retirement Plans).
Advisory services offered in partnership with Sowell Management Services, a Registered Investment Advisor and Concert Wealth Management, Inc., a Registered Investment Advisor