Clark

Who We Are

Clark & Company is a boutique wealth management firm that was established in 2010 with a clear vision: to create a planning firm that is focused on delivering a positive and material difference for our clients. We specialize in serving the needs of high net worth individuals, medical doctors, corporate executives, and businesses. By choosing Clark & Company, you are taking a crucial step towards achieving your financial goals and success. We offer modern wealth management services that are built on a solid foundation of our renowned tradition of service. Our team of experienced professionals will work with you to create a personalized wealth management plan that addresses your unique circumstances and specific goals.

What We Do

At Clark & Company, we offer an array of customizable services, strategies, and products tailored to your needs. We recognize that no two clients are alike, and no two goals are the same. Our trust, fierce integrity, and judgment form the cornerstone of our firm, and we work closely with your attorneys, accountants, and business managers to understand your complete financial picture. We then provide tailored advice and solutions based on your unique circumstances. Our specialized services include:

• Tax reduction strategies
• Estate and trust planning
• Retirement planning
• Wealth preservation and protection
• Corporate executive services
• Business succession planning

Tailored Services

At Clark & Company, we can afford to be precise and take the time necessary to understand your vision. We maintain an advisor-to-client ratio that allows us to provide only the highest level of service. Our commitment to a concierge model means that we'll work harder to build the plan that will help you achieve your specific goals. We understand that everyone has different aspirations and that no two dreams are the same. Our comprehensive solutions will be tailored to your needs and flexible enough to evolve as you do.

Trusted Relationships

Good business is a matter of great relationships. We'll take the time to get to know your unique circumstances and then build out a comprehensive solution that will evolve with your ever-changing life. Our comprehensive solutions are based on trust, and we work together with you to make it happen. We know that no two journeys are alike, and no two lives unwind the same way. Our comprehensive solutions are tailored to your needs and flexible enough to evolve as you do.

Together as a Team

At Clark & Company, we work for our clients and with our clients. Your vision and our expertise are a potent combination, and our guidance and service are paramount. Our approach starts with a conversation. We get to know you, your family, your goals, finances, dreams, and fears. We seek to leverage our understanding of your needs and your situation to stay several steps ahead of your needs. By working closely alongside you over time, we hope that you will eventually come to rely on us as a true partner.