ClariVise Private Wealth: Company Profile
Background
Overview
ClariVise Private Wealth is a financial advisory firm established in 2025, headquartered in Alpharetta, Georgia. The firm emerged from the rebranding of oXYGen Financial, a previous entity affiliated with Kestra Financial. ClariVise focuses on delivering personalized financial guidance, emphasizing clarity and confidence in wealth management.
Mission and Vision
ClariVise's mission is to empower clients with the clarity and confidence needed to achieve their financial goals and live fulfilling lives. The firm envisions itself as a dedicated partner in financial clarity, offering tailored strategies to foster long-term growth and steadfast support to instill confidence in clients' futures.
Primary Area of Focus
The firm specializes in comprehensive wealth management services, including alternative investments, financial planning, insurance and risk management, and investment management. ClariVise aims to provide holistic financial solutions that align with clients' unique needs and aspirations.
Industry Significance
As a relatively new entrant in the wealth management sector, ClariVise seeks to distinguish itself by offering a client-centric approach, focusing on deep relationships and personalized guidance. The firm's emphasis on clarity and adaptability positions it to address the evolving needs of high-net-worth individuals and families.
Key Strategic Focus
Core Objectives
- Client-Centric Approach: Prioritizing clients' best interests through objective advice and personalized service.
- Selective Partnership: Maintaining a limited client base to foster deep, meaningful relationships.
- Holistic Financial Solutions: Integrating various financial aspects, including investments, planning, taxes, and estate considerations.
Areas of Specialization
- Alternative Investments: Providing access to diverse investment opportunities beyond traditional assets.
- Financial Planning: Crafting comprehensive plans that align with clients' long-term objectives.
- Insurance and Risk Management: Developing strategies to protect clients' assets and mitigate potential risks.
- Investment Management: Offering tailored investment strategies to optimize portfolio performance.
Key Technologies Utilized
While specific technologies are not detailed in the available sources, ClariVise emphasizes adaptability and process enhancements, suggesting the use of advanced financial planning and management tools to support its services.
Primary Markets Targeted
ClariVise primarily targets high-net-worth individuals and families seeking personalized wealth management solutions. The firm's services are designed to cater to clients who value deep relationships and tailored financial guidance.
Financials and Funding
Funding History
ClariVise Private Wealth operates under the Kestra Financial platform, which provides the necessary infrastructure and support for its operations. The firm has not publicly disclosed specific funding details or amounts raised.
Utilization of Capital
While specific utilization plans are not detailed, ClariVise's strategic focus on enhancing client service and adaptability suggests that any capital raised would be directed towards expanding service offerings, improving technological capabilities, and strengthening client relationships.
Pipeline Development
As a financial advisory firm, ClariVise does not have a product pipeline in the traditional sense. Instead, the firm focuses on developing and refining its service offerings to meet the evolving needs of its clients. This includes continuously enhancing financial planning strategies, investment management approaches, and risk management solutions.
Technological Platform and Innovation
Proprietary Technologies
Specific proprietary technologies employed by ClariVise are not publicly disclosed. However, the firm's emphasis on clarity and adaptability indicates the use of advanced financial planning and management tools to support its services.
Significant Scientific Methods
ClariVise employs evidence-based investment strategies, focusing on factors such as risk management, asset allocation, cost efficiency, and tax optimization. The firm aims to avoid emotional decision-making, emphasizing a disciplined approach to wealth management.
Leadership Team
Brandon Hayes – Partner & Co-Founder
Brandon Hayes is a seasoned financial advisor with extensive experience in wealth management. As a co-founder of ClariVise, he plays a pivotal role in shaping the firm's strategic direction and client service approach.
Cristina Briboneria – Partner & Co-Founder
Cristina Briboneria brings a wealth of experience in financial advisory services. As a co-founder, she is instrumental in developing and implementing ClariVise's client-centric strategies.
Eric Pucciarelli – Partner & Co-Founder
With a strong background in financial planning and investment management, Eric Pucciarelli co-founded ClariVise to provide personalized wealth management solutions.
Billy Daniels – Senior Private Wealth Advisor
Billy Daniels offers extensive experience in private wealth advisory, focusing on delivering tailored financial strategies to high-net-worth clients.
Yasmine Brooks – Private Wealth Advisor
Yasmine Brooks specializes in providing comprehensive wealth management services, assisting clients in achieving their financial objectives.
Allison Baines – Manager, Wealth Strategy Team
Allison Baines leads the Wealth Strategy Team, overseeing the development and implementation of financial strategies for clients.
Auguste Hanna – Wealth Strategist
Auguste Hanna focuses on crafting personalized wealth strategies, aligning clients' financial plans with their long-term goals.
Courtney Wimpey – Wealth Strategist
Courtney Wimpey provides strategic financial planning services, helping clients navigate complex financial decisions.
J.T. Mooser – Wealth Strategist
J.T. Mooser specializes in developing comprehensive wealth strategies, ensuring clients' financial plans are robust and effective.
Allyson Garringer – Manager, Client Service Team
Allyson Garringer manages the Client Service Team, ensuring exceptional service delivery and client satisfaction.
Chelsey Schrader – Senior Client Service Specialist
Chelsey Schrader provides high-level client service, addressing client needs and enhancing their experience with ClariVise.
AJ Noegel – Client Service Specialist
AJ Noegel supports client service operations, ensuring efficient and effective service delivery.
Danielle Witt – Client Service Specialist
Danielle Witt assists in client service functions, contributing to the firm's commitment to client satisfaction.
Sarah Vongsavath – Executive Assistant
Sarah Vongsavath provides executive support, facilitating smooth operations within the firm.
Venus Brown – Client Service Specialist
Venus Brown plays a key role in client service, ensuring clients receive timely and effective assistance.
Competitor Profile
Market Insights and Dynamics
The wealth management industry is characterized by a growing demand for personalized financial services, particularly among high-net-worth individuals and families. Clients increasingly seek advisors who offer tailored strategies, clear communication, and a holistic approach to financial planning.
Competitor Analysis
ClariVise competes with other wealth management firms that emphasize personalized service and comprehensive financial solutions. Notable competitors include:
- Private Client Resources: A provider of private wealth aggregation solutions, delivering consolidated investment data to affluent families and their advisors.
- Clearview Wealth: Offers financial solutions with a focus on personalized wealth management strategies.
- KlariVis: Provides data visualization and analytics solutions, serving financial institutions and wealth managers.
Strategic Collaborations and Partnerships
ClariVise operates under the Kestra Financial platform, which provides the necessary infrastructure and support for its operations.
