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Our Team

Ravi P. Dattani, CFP®, CDFA®

Ravi P. Dattani, CFP®, CDFA®

President
Ryan Cross, CFP®

Ryan Cross, CFP®

Principal, Chief Compliance Officer
John C. Melasecca III, CFP®

John C. Melasecca III, CFP®

Principal
Karen R. Malchione, CPA

Karen R. Malchione, CPA

Senior Wealth Advisor
Jerry Snyder

Jerry Snyder

Senior Wealth Advisor
Amit A. Suchak

Amit A. Suchak

Financial Analyst
Heather Margolin, CFP®, AAMS®

Heather Margolin, CFP®, AAMS®

Wealth Advisor
Heidi O’Malley

Heidi O’Malley

Client Service Specialist
Katherine L. Madden

Katherine L. Madden

Client Service Specialist

You’ll work with a small team of professionals!

Your Clariti team includes CERTIFIED FINANCIAL PLANNER™ professionals, CERTIFIED PUBLIC ACCOUNTANT® professionals and our CERTIFIED DIVORCE FINANCIAL ANALYST® .

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About

One of Delaware's very first fee-only financial planning and investment advisory firms, Clariti has been helping successful people protect and build their wealth for over three decades. With a low client-to-advisor ratio and a multi-disciplinary team of financial planners and tax experts, we’re ready to help you achieve a more confident financial future.

Contact Info

Clariti Wealth Advisors
2710 Centerville Rd., Suite 201
Wilmington, DE 19808

302.994.4444

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Nothing on this website shall be construed as a solicitation of business in any state in which Clariti Wealth Advisors is not registered. No business will be conducted with any individual in a state unless Clariti Wealth Advisors is registered or exempted from registering.

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