Privacy Policy

We recognize our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. We will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. We want you to understand what information we collect, how we use it, and how we protect your personal information.

Why We Collect Your Information
We gather information about you so we can help design and implement the investment and financial planning related services we provide you, and to comply with the federal and state laws and regulations that govern us.

What Information We Collect and Maintain
We could collect the following types of “nonpublic personal information” about you:

• Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information.

• Information we generate to service your financial needs.

• Information we could receive from third-parties, such as the custodian who holds your account(s).

What Information We Disclose
We are permitted by law to disclose nonpublic information about you to unaffiliated third-parties in certain circumstances. We could disclose your information: to individuals and/or entities not affiliated with our firm, including, but not limited to, certain service providers (such as broker-dealers, sub-advisers, or account custodians) as necessary to service your account(s); to your authorized representative or power of attorney; or otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations.

Because we share nonpublic information solely to service your account(s), you are not able to opt out of allowing us to share your information. In the event we have a change to our business practices that allows nonpublic information to be shared with other third-parties, our Privacy Policy will be amended to allow you the opportunity to opt-out of such disclosure.

How We Protect Your Personal Information
Your privacy is of the utmost importance to us. We restrict and limit access to client information only to those who need to carry out their business functions. We safeguard client information by preventing its unauthorized access, disclosure, or use. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information. Arrangements with companies or independent contractors not affiliated with our firm will be subject to confidentiality agreements.

Former Clients
After you cease to be our client, we are required to maintain certain nonpublic information about you to comply with applicable federal and state regulations. Even if we cease to provide you with financial services, our Privacy Policy will continue to apply to you, and we will continue to treat your nonpublic information with strict confidentiality.

Contact Us
You are encouraged to discuss any questions regarding our privacy policies and procedures directly with Michael Brady, Chief Compliance Officer, at (716) 598-0135 or admin@claritywny.com, or visit our website at clarityadvisorswny.com for further information.

Disclosures

Clarity Advisors, LLC (“Clarity Advisors”) is a registered investment advisor offering advisory services in the State of New York and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Clarity Advisors in the rendering of personalized investment advice for compensation shall not be made without first complying with jurisdiction requirements or pursuant to an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Clarity Advisors, unless otherwise specifically cited.

Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. The information on this site is provided “AS IS” and without warranties of any kind either expressed or implied. To the fullest extent permissible pursuant to applicable laws, Clarity Advisors, LLC (referred to as “Clarity Advisors”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Clarity Advisors does not warrant that the information will be free from error.  None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering.

The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Clarity Advisors be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials on this site, even if Clarity Advisors or a Clarity Advisors authorized representative has been advised of the possibility of such damages. In no event shall Clarity Advisors have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.