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<span>Life. Wealth. Advice.</span>

Life. Wealth. Advice.

At Clark Wealth Strategies, our clients are at the center of everything we do. They lead busy lives, with many family, work and charitable commitments. Our clients have neither the time, nor the interest, to manage their complicated financial and investment affairs alone.

Instead, they look to Clark Wealth Strategies to operate as their advisor and fiduciary. In turn, Clark Wealth Strategies has the expertise, experience and independence to find and develop the appropriate wealth management strategies. We invite you to learn more about our wealth management process.

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What We Do

Holistic Wealth<br/>Planning

Holistic Wealth
Planning

We guide each client through a tailored process based on what is most important to them.

The Fiduciary<br/>Standard

The Fiduciary
Standard

We are bound by law to put our client' interest ahead of our own.

1031 Exchange Solutions

1031 Exchange Solutions

If you are considering the sale of investment real estate, it is important to consider a 1031 tax-deferred exchange.

Resource Center

Additional Resources and Guidance

Retirement

Steps to consider, so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

Estate

Manage personal affairs while you're alive, and control the distribution of wealth upon your death.

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's most-unexpected events.

Money

Managing your money involves more than simply making and following a budget.

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters.

How can we help you today?

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