Helping You Transform Equity Compensation Into Generational Wealth

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You might find yourself compensated BEYOND your expectations – in company stock, options or restricted stock units. 
 
But when you sit down and try to make sense of your pay and benefits, you find yourself asking:

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“What’s the smartest thing I should do with all of this?”

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Good news: We believe you’ve arrived at the right place for answers because

we only serve clients who are equity compensated investors.

We Do This Every Day

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To deliver the best service (and results) possible, you’ll work with a professional who has comprehensive training and certifications helping clients like you.
David Booker

David Booker

  • CPWA
  • CFP
  • CRPC
  • Private Wealth Advisor

David combines analytical expertise and a client-first approach to lead Clarity Wealth Management, a practice serving high-earning professionals with equity-based compensation.

With over 20 years of experience, David addresses the complexities of stock-based wealth and designs strategies to help his clients define and expand their financial opportunities.

David has earned the Certified Private Wealth Advisor (CPWA®) designation to help meet the intricate needs of high-net-worth clients, helping them preserve and grow their wealth. He is also a CERTIFIED FINANCIAL PROFESSIONAL® certificant, an honor he has held since 2013.

Both the CPWA® and the CFP® designations carry ethics requirements. Clarity Wealth Management’s Client Advisory Board celebrates client collaboration, positioning David as a trusted confidant as well as an advisor.

A graduate of UNC Chapel Hill, David lives in Raleigh with his wife Deborah, a realtor, and their two children, Annabelle, and Heath. David is teaching his children critical thinking about money.  In his leisure time, David enjoys relaxing with his toes in the sand, playing a variety of games, and gardening and cooking with his family.

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Kirstin Brucker

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Kirstin Brucker

Client Associate
919.647.9981
[email protected]

Sadaf Shirzad

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Sadaf Shirzad

Client Service Associate
919.647.9981
[email protected]

Get Your Equity Compensation Assessment

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Provide your contact information to receive an in-depth, no obligation analysis of your current compensation with a customized action plan.

Start Now!

 

Wells Fargo Advisors Financial Network does not provide legal or tax advice.
Alternative investments, such as hedge funds, private equity/private debt funds (collectively referred to as private capital) and private real estate funds, are not appropriate for all investors and are only open to "accredited" or "qualified" investors within the meaning of the U.S. securities laws.
Alternative investments, such as hedge funds, funds of hedge funds, managed futures, private capital, real assets and real estate funds, are not appropriate for all investors. They are speculative, highly illiquid, and are designed for long-term investment, and not as trading vehicle. These funds carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. The high expenses associated with alternative investments must be offset by trading profits and other income which may not be realized. Unlike mutual funds, alternative investments are not subject to some of the regulations designed to protect investors and are not required to provide the same level of disclosure as would be received from a mutual fund. They trade in diverse complex strategies that are affected in different ways and at different times by changing market conditions. Strategies may, at times, be out of market favor for considerable periods with adverse consequences for the fund and the investor. An investment in these funds involve the risks inherent in an investment in securities and can include losses associated with speculative investment practices, including hedging and leveraging through derivatives, such as futures, options, swaps, short selling, investments in non-U.S. securities, “junk” bonds and illiquid investments. The use of leverage in a portfolio varies by strategy. Leverage can significantly increase return potential but create greater risk of loss. At times, a fund may be unable to sell certain of its illiquid investments without a substantial drop in price, if at all. Other risks can include those associated with potential lack of diversification, restrictions on transferring interests, no available secondary market, complex tax structures, delays in tax reporting, valuation of securities and pricing. An investment in a fund of funds carries additional risks including asset-based fees and expenses at the fund level and indirect fees, expenses and asset-based compensation of investment funds in which these funds invest. An investor should review the private placement memorandum, subscription agreement and other related offering materials for complete information regarding terms, including all applicable fees, as well as the specific risks associated with a fund before investing.