Cindy Sforza, CFP®, CRPC®
President and Founder
Welcome! I’m Cindy Sforza, President and Founder of Lucidity Wealth Advisors.
After two decades of working with clients at firms both large and small, I realized that the systems in place were often competing with my desire to provide the quality and depth of service that people ought to have.
I founded Lucidity Wealth Advisors so that I could create the client-centered environment that I knew to be possible, providing people with a superior-service experience that is becoming harder to find in today’s fast-paced, commoditized world.
At Lucidity we focus on improving our clients’ financial lives by providing clear explanations, transparent advice, skilled investment management, and an all-encompassing wealth management process (called our ClearPath Formula™) that guides, adapts, and evolves as their lives progress. We offer people true financial clarity — not just in terms of where they are now, but for where they are going, too.
Let us help you reach your clear path to financial independence.
Cheers,
Welcome to Lucidity.
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As an independent fiduciary firm, Lucidity does not have custody of the assets that we manage for our clients.
After a lengthy and careful due diligence process, we chose Charles Schwab as our custodian for safeguarding our clients’ assets.
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In addition to coordinating with your outside professionals and counsel, we have a network of vetted and trusted professional advisors we call on when our clients require more specialized information or services. Our network of resources include:
• CPAs and other tax professionals
• Attorneys of varying specialties (including estate planning, business, employment)
• Individual / private health insurance specialists
• Medicare supplement insurance specialists
• Small-business / group health insurance specialists
• Third-party administrators and pension design consultants for small business retirement plans
• Business exit planning consultants, including ESOP specialists