Money & Clarity

Based in Cincinnati, Money & Clarity is an independent, fee-based fiduciary wealth management firm led by Wes Cuprill, CFP®. It serves couples in their 40s, 50s, and 60s with personalized financial plans and investment management. Planning covers retirement, cash flow, and decisions that change as life does. The firm builds low-cost portfolios around each client's plan, and offers proactive tax planning for earnings and retirement withdrawals. Clients can also get ongoing guidance on financial questions and plain-language explanations of recommendations. The process starts with a discussion of clients' goals, followed by plan and portfolio design, implementation of accounts, investments, and tax moves, and ongoing meetings to make adjustments. The firm says it works as a fiduciary and does not earn commissions.