John L. Csenge
CFP®, AIF®, CIMC
Founder & Managing Partner
Clarity
The need to be understood, both aspirationally and situationally
Successfully managing wealth requires overcoming three challenges:
Construction
The need for properly built investment portfolios
Management
The need for regular and ongoing advice
Additionally, we are a fiduciary, which means all of the recommendations we make are in your best interests. Some investment firms are only held to a “suitability” standard and are likely to recommend products that will pay the highest commissions or avoid those that pay no commissions. We believe our clients deserve better.
While most of the advisors in the Csenge network retain their independent structures when they join the Csenge network, from time to time, they do acquire firms when certain synergies exist. This was the case when they acquired us, with our complementary approach and customer service philosophy.
