Super friendly at first but after you sign with them that quickly ends. My advisor had no desire to explain why something may or may not work.

WealthClarity | Capital Management
WealthClarity | Capital Management at a glance
Google reviewers rate WealthClarity 4.9 out of 5 based on 31 reviews, with the owner responding to 94 percent of them. Clients frequently cite long-term relationships, punctual communication, and clear explanations of investment strategies, retirement planning, and debt management. While most feedback highlights knowledgeable and responsive service, one low-star review noted that initial friendliness diminished after signing, citing a lack of detailed explanations for specific financial decisions.
- Google rating: 4.9 out of 5 from 31 reviews (97% five-star).
- Reviews on this page: 31 Google reviews (31 with written comments).
- Owner responses: the business replied to 94% of reviews.
- Most recent review: July 17, 2026.
- Service: Retirement Planner serving Lakewood, Colorado.
Data from Google, last updated October 25, 2026.
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Customer reviews
Reviews from Google, shown as published (original wording, unedited).
I highly recommend Annie Garland - she's knowledgeable, very responsive, and took the time to truly understand my financial goals.
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Keith Cusack is very knowledgeable and has been a great help!
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They are very knowledgeable and helped us understand where we will be in 20 years with our money. We definitely will keep coming back for a annual review and continue to invest with them.
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We’ve been working g with Brian VanKeuren for 15 years of financial guidance. Over the years, Brian has helped us with retirement and investment planning, debt management and insurance coverage - always with honesty, care and deep expertise. What really sets Brian apart is his ability to have real, honest conversations about where improvements can be made and to help us navigate the inevitable challenges that come with life. Brian is easy to talk to, incredibly knowledgeable, and takes the time to explain things in a way that makes sense. We’re very grateful for the long term relationship we’ve built with Brian and the Wealth Clarity team and we highly recommend them to anyone looking for a trusted financial advisor who truly has your best interests at heart.
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I’ve been working with Brian for more than 10 years. He’s responsive to my financial questions and needs and provides understandable information.
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Brian at WealthClarity has always been so helpful! Highly recommend
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Great company to work with! Highly recommend there folks!
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Great food. Mark is awesome. Had a very nice time.
Brian is awsome. Very trustworthy and I feel my investments are in good hands here.
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Business details
- Address: 1746 Cole Blvd Ste 225, Lakewood, CO 80401
- Phone: (303) 252-7489
- Website: wealthclarity.com
- Service area: Lakewood, CO