Apella Capital LLC (doing business as Apella Wealth), a financial advisory and wealth management firm serving individuals, families and businesses, has bought Clarity Wealth Management, a registered investment advisor.
Led by Gina Chironis, Clarity offers financial planning, portfolio creation, asset management and tax planning services. As a result of the acquisition, Clarity clients will gain access to Apella’s range of resources, technology and services. Chironis will assume the role of senior financial advisor and partner and will be joined by the entire Clarity team at Apella. The deal works to establish Apella’s presence in Irvine, Calif. and adds to its financial planning and investment management capabilities in the region.
“We are delighted to welcome Clarity to the Apella team,” says David Connelly, chairman and co-founder of Apella. “They’ll be a wonderful addition to our expanding footprint in the Pacific southwest and across the country. They share our enthusiasm for strategic thinking, client experience, and evidence-based investing.”