Privacy Policy

Clarity Advisors, LLC (“we,” “our,” or “us”) recognizes that our relationships with current and prospective clients are based on integrity and trust. We are committed to maintaining your privacy and safeguarding the confidential nature of the information you share with us.

We place the highest value on your personal information. We do not sell your personal information and will not disclose it except as required by law or at your direction. This policy explains what information we collect, how we use it, and how we protect it.

Why We Collect Your Information

We gather information about you to:

• Design and implement investment and financial planning services

• Service and maintain your accounts

• Comply with applicable federal and state laws and regulations

What Information We Collect and Maintain

We may collect the following types of nonpublic personal information:

• Information provided during meetings or consultations, such as your name, address, Social Security number, date of birth, and financial data

• Information generated to service your financial needs

• Information received from third parties, such as custodians or other service providers

SMS Communications

If you provide your mobile phone number and consent to receive SMS communications from Clarity Advisors, LLC:

• Messages will be service-related only (e.g., appointment reminders, account updates, document notifications)

• Message frequency will vary based on your interaction with us

• Message and data rates may apply

You may opt out at any time by replying:

• STOP to unsubscribe

• HELP for assistance

We do not share SMS opt-in data or consent with third parties for marketing purposes.

What Information We Disclose

We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. This may include:

• Service providers (e.g., broker-dealers, custodians, sub-advisers) necessary to service your account(s)

• Your authorized representatives or individuals with power of attorney

• Other parties as permitted or required under federal and state regulations

Because we share information solely to service your account(s), you may not opt out of these disclosures. If our practices change, we will update this policy and provide opt-out options where required.

How We Protect Your Personal Information

We take your privacy seriously and implement safeguards to protect your information:

• Access is restricted to personnel who require it to perform their duties

• Physical, electronic, and procedural safeguards are maintained

• Third-party service providers are subject to confidentiality obligations

Former Clients

Even after you cease to be a client, we will retain certain information as required by law and continue to protect your information in accordance with this policy.

Contact Information

Clarity Advisors, LLC
Website: clarityadvisorswny.com
Email: admin@claritywny.com

Disclosures

Clarity Advisors, LLC (“Clarity Advisors”) is a registered investment adviser 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 shall not be interpreted as a solicitation of investment advisory services to persons in jurisdictions where such registration is not permitted. Any follow-up or individualized communication involving personalized investment advice will be conducted only in compliance with applicable laws or exemptions.

All content on this website is for informational purposes only. Opinions expressed are those of Clarity Advisors unless otherwise noted.

Information presented is believed to be from reliable sources; however, no representation is made as to its accuracy or completeness. You should consult with a qualified financial advisor, accountant, or attorney before implementing any strategies discussed.

The information on this website is provided “AS IS” without warranties of any kind, either express or implied, including but not limited to merchantability, non-infringement, or fitness for a particular purpose.

Clarity Advisors shall not be liable for any direct, indirect, incidental, or consequential damages arising from the use of this website or reliance on its content. Use of this website is at your own risk.

Nothing on this website constitutes investment, tax, accounting, or legal advice, nor an offer to buy or sell any security. This material should not be relied upon for making investment decisions.