Katherine (“Kate”) L. Madden provides administrative support at Clariti Wealth Advisors. Since joining the team in 2012, Kate has been known around the office for...
Heidi O’Malley provides administrative support at Clariti Wealth Advisors. Since 2011, she’s been instrumental in helping ensure our clients are well-served and that the office...
Heather Margolin, CFP® is a Wealth Advisor at Clariti Wealth Advisors. She helps clients with all aspects of financial plan preparation, ongoing plan management, and...
Amit A. Suchak is a Financial Analyst at Clariti Wealth Advisors. Since 2007, his responsibilities include trading, tracking daily investment activity, and production of quarterly...
Jerry Snyder is a Senior Wealth Advisor at Clariti Wealth Advisors. He is responsible for working with clients on all aspects of financial plan preparation,...
Karen R. Malchione, CPA, is a Senior Wealth Advisor at Clariti Wealth Advisors. Since 1998, she has brought her financial and tax planning acumen to...
John Melasecca III, CFP® is a Principal at Clariti Wealth Advisors. John works with clients on all aspects of financial plan preparation, ongoing plan management,...
Ryan Cross, CFP® is a Principal at Clariti Wealth Advisors. He’s been helping clients with financial plan preparation, ongoing plan management, and investment reviews since...
Ravi P. Dattani, CFP®, CDFA®, is the President of Clariti Wealth Advisors. He is passionate about educating individuals, families, and businesses about what items “move...
