Clarity Wealth Development, LLC

About Clarity Wealth Development, LLC

<p>Oregon PERS statements can be hard to interpret, and Clarity Wealth Development, LLC has built a niche around helping PERS-eligible employees make sense of them as they plan for retirement. Headquartered in Corvallis in Oregon’s Willamette Valley, the firm works with clients across the greater mid-Willamette region and statewide.</p> <p>Founded in 2010 by Certified Financial Planner™ Kay Dee Cole, Clarity Wealth Development is a fee-only fiduciary advisor. The practice focuses on life transitions like pre-retirement and retirement planning, sudden wealth, and planning after the loss of a spouse, with straightforward guidance tied to each client’s goals and values.</p> <p>The firm offers investment management and ongoing financial planning, along with advice on insurance products when they affect a client’s plan. As of 2026, Clarity Wealth Development reports $0.2B in assets under management, and it does not require an investment minimum.</p> <p>Clarity Wealth Development also provides 3(21) fiduciary support for retirement plans, working alongside other <a href="/retirement-plans">retirement plan providers</a> and sponsors that need documented investment guidance.</p> <ul> <li>Fee-only fiduciary financial planning and portfolio management</li> <li>Specialized guidance for Oregon PERS-eligible employees</li> <li>Planning for retirement, sudden wealth, and widow/widower transitions</li> <li>3(21) fiduciary investment advice for plan sponsors</li> <li>Insurance-related planning advice as part of the overall plan</li> </ul>

Website: https://claritywealthdevelopment.com/

Founded: 2010