Advisors at this firm
Wesley C
Series 65
Cincinnati, OH
Money & Clarity
Wesley Cuprill is a financial advisor at Money & Clarity with four years of industry experience. He holds a Series 65 designation and has previously worked at Advisor Architect and Baxter International. Outside of his advisory role, Cuprill serves as Director of Sales and Marketing for Advisor Architect, a consulting and content marketing firm for financial advisors. Money & Clarity provides advisory and consulting services primarily to other advisers, institutions, and pooled vehicles. The firm emphasizes asset-allocation solutions implemented through third-party money managers and offers educational seminars, subscription periodicals, and coaching programs for financial professionals.
Daniel C
CFP®, Series 63
Cincinnati, OH
Money & Clarity
Daniel Cuprill is a CFP® professional with 23 years of industry experience, currently serving at Money & Clarity. His prior roles include a position at MPM Wealth Advisors/CCO from 2014 to 2018. Outside of his advisory work, he is licensed as an independent insurance agent and founded Advisor Architect, LLC, a business coaching company for financial advisors. Money & Clarity provides advisory and consulting services primarily to other advisers, institutions, and pooled vehicles, focusing on asset-allocation recommendations and outsourcing implementation to third-party managers. The firm offers financial planning, educational seminars, and publishes practitioner-focused content, combining advisor-facing products with a role in selecting and referring third-party managers.
Frederick T
Series 63
Marietta, GA
Money & Clarity
Frederick Taylor is a financial advisor with Money & Clarity, holding a Series 63 designation and bringing 54 years of industry experience. He previously worked at Triad Advisors, Inc. for 17 years and has been self-employed since 1974. Money & Clarity provides advisory and consulting services primarily to other advisers, institutions, and pooled vehicles. The firm emphasizes asset-allocation solutions and outsources implementation to third-party money managers, offering a range of advisor-facing products including subscription newsletters, coaching programs, and educational workshops.
