Clearwealth Asset Management

At CLEARWEALTH Asset Management, our mission is to empower individuals and families to achieve their financial goals and live a prosperous retirement. With over three decades of experience in the financial industry, our Founder and Senior Retirement Strategist, Brian Britt, has crafted a unique approach to wealth management that is tailored to each client's distinct needs and goals.

Our Story

Brian Britt, a seasoned financial consultant, has been in the practice of helping individuals and institutions protect and grow their wealth since 1983. With a Bachelor's degree in economics from the College of Business at Saint John's University in New York, Brian began his career as an investment advisor at 19 years old. Throughout his extensive career, he has held senior financial advisory positions at Fortune 500 companies, including Lehman Brothers, Paine Webber, and Merrill Lynch.

After the financial crisis of 2010, Brian recognized the importance of providing a stable and personalized experience for his clients. He founded CLEARWEALTH Asset Management, an SEC-registered investment advisor, dedicated to providing comprehensive retirement planning and investment management services to private clients nationwide.

Our Services

At CLEARWEALTH Asset Management, we offer a range of services designed to help individuals and families achieve their financial goals and live a prosperous retirement. Our services include:

Retirement Income Planning

We work closely with you to understand your retirement goals and existing financial resources to create a personalized plan for achieving these goals.

Investment Management

We tailor a customized investment strategy to best fit your financial objectives and risk tolerance, providing ongoing monitoring and adjustments as needed.

Financial Planning

We create a tailored wealth management plan to help you achieve your financial goals, whether it's saving for a specific purpose or securing a comfortable retirement.

Our Expertise

As a student of history and math, Brian brings an outside-the-box thinking approach to help his clients gain an edge over mainstream financial advice. With his extensive experience, Brian has developed a unique ability to create a simple yet effective financial plan geared towards sustainable retirement income, tax protection, and family wealth transfer.

Our Education and Community Involvement

As an instructor for the National Society of Financial Educators, Brian teaches retirement planning seminars at major universities around San Diego. He is also a supporter of the Warrior Foundation, helping assist, honor, and support those who have served and sacrificed for our country.

Join Our Community

At CLEARWEALTH Asset Management, we believe in the importance of education and community involvement. We invite you to join our community of like-minded individuals who share our commitment to financial literacy and planning.