Clariata’s Founder, Mark Casella, left the world of financial advising over three decades ago because he was tired of helping clients grow their wealth while watching their
passion for life slowly fade away.
“What good does it do to accumulate all this wealth if all it produces is a decline in happiness?,” he wondered. “There has to be something more I can do to help my clients live a
more meaningful and fulfilling life...”
And there was – Mark founded a consulting firm designed to help his clients better connect their resources to the results they wanted to achieve. That was 2005.
In the time since, his approach has grown to be the most widely used wealth transfer and legacy development methodology in the country. It’s been used by more HNW and UHNW individuals and families than any other methodology around.
Now, his 30+ years of experience and wisdom in building deeper relationships that generate life-changing results is available more broadly through Clariata.
There’s nothing more exciting for Mark and the Clariata crew than receiving a call, text, or email that begins, “You won’t believe...” We are completely addicted to helping people
connect their past to their present so they can build an incredible future.
Want to know more about how Clariata can help you connect your client's past to their present so better futures can be created?
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