Clarity Point Financial Partners
03/12/2026
Today we celebrate nine years of serving our clients under the Hightower umbrella. As our clients’ needs continue to evolve over time, our relationships continue to grow deeper as we navigate challenges together. We are deeply grateful for our partners at Hightower and the many friendships that we have made along the way. Looking forward to the road ahead!
11/25/2025
The recent shutdown of the US Government highlighted a glaring reality in our country: far too many Americans face the challenge of food insecurity. In this season of Thanksgiving, we feel called to find ways to be part of the solution. We welcome you to join us! Should you have extra nonperishable food items that you can spare, please feel free to drop by our office between now and December 12th. We would love nothing more than to fill our conference room with food that can be a blessing to those in need this holiday season!
Thanksgiving & Holiday Food Drive 2025 Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.
You may have noticed that U.S. equity markets recently experienced a correction, with more volatility in the past few weeks than we’ve seen since the bear market of 2022. With growing pessimism about financial conditions, and domestic and foreign policy evolving by the day, investors are wondering what, if anything, they should be doing in this chaotic time. We explore in the video below:
11/16/2024
As our world tries to digest the results of the recent national election and evaluate their impact, our country begins the process of preparing to transition to a new administration as well as new congressional leadership in Washington. We understand that investors may be feeling a range of emotions and understandably may have some questions about what, if anything, they should be doing to adjust their investment strategy in the weeks and months ahead. We explore in our latest blog post: https://claritypoint.hightoweradvisors.com/blogs/insights/post-election-investment-outlook
The month of August is National “Make a Will month.” It is estimated that less than half of all Americans have a current will or other important estate documents. In this video, Jim Ewing discusses the importance of having estate documents personalized to you that properly reflect your intentions regarding the disposition of your assets, decisions about your end-of-life care, and the care of your loved ones. Should you need any help with this process or need an introduction to a qualified estate attorney in your local area, please don’t hesitate to reach out to our team.
You’ve probably heard of a Roth IRA but have you ever heard of a Backdoor Roth IRA? It sounds like something that could get you in trouble with the IRS, right? But it’s completely legal and many high-income earners use this strategy to contribute to Roth IRAs indirectly when their income is too high for direct contributions. Let’s take a look...
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Address
Five Greentree Centre 525 Route 73 North Ste 306
Marlton, NJ
08053
Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 4pm |
