Formed in 2003, Claridence Wealth is a wealth management firm dedicated to paramount and personalized client service as well as unbiased asset management, financial and insurance planning, and investment counsel. Claridence Wealth is fully independent which enables us to provide personalized financial advice while making suitable choices for our clients tailored to their individual situations.
Our team is committed to the highest standards of excellence. Our clients are our top priority and their success is our primary goal. They rely on our dedication, personal attention, quality of advice, judgment, and overall professionalism. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality.
As of August 2024, our firm manages and services over $209 million in combined advisory and brokerage assets for individual households and institutions in ten states.
Our Strategic Resources...
Claridence Wealth has partnered with Independent Advisor Alliance (IAA), a Registered Investment Advisor. IAA provides its advisor representatives with a comprehensive suite of customized support services aimed at enhancing efficiencies and alleviating operational challenges for its affiliated advisors. Their commitment to providing robust resources and strategic guidance supports advisors like us in delivering exceptional client service and financial planning expertise. IAA is a separate entity from LPL Financial.
As a successful wealth management office, managing day-to-day business operations can take time away from serving clients. IAA provides Claridence Wealth with a broad range of services to ease operational burdens. While IAA enables us to serve our clients in the manner we decide is best- with the advice, investments and services we determine are most appropriate - we are never alone. Their proximity to the LPL Financial Fort Mill campus allows for the development of relationships between IAA team members and key LPL personnel. These relationships are instrumental in providing exceptional service, advocacy and value to our firm.
Our primary custodian and broker-dealer, LPL Financial, is one of the leading financial services companies and the largest independent broker-dealer in the nation*. From Claridence Wealth's inception, LPL Financial has served as an resource, supporting us in our goals of protecting and growing our clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running our practice so we can focus on what we do best—helping our clients attain their financial goals and fulfill their dreams. With headquarters on both coasts, LPL Financial supports us in helping our clients by offering a robust mix of services and tools such as:
Enabling technology
Comprehensive clearing and compliance services
Practice management programs and training
Independent research
LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, Claridence Wealth can provide truly specific and personalized advice and investment recommendations.
* As reported by Financial Planning magazine, 1996-2022, based on total revenue.