Broker Check

What We Do

January 26, 2021

What can you expect from your relationship with Clark Wealth Strategies?

Trust, Integrity, Accountability and Transparency. These are bedrock principles of our wealth management process. No matter what stage of life you find yourself in, we are uniquely positioned to help you find success.

Holistic Wealth Planning

While many firms are content to sell you commissionable products that may or may not be suitable, Clark Wealth Strategies focuses on a holistic approach to wealth management. Simply put, we know that your financial goals are intimately interconnected to your personal and life goals, so we leave no stone unturned in our pursuit for financial freedom.

The Fiduciary Standard

According to the Investment Act of 1940, investment advisors like Clark Wealth Strategies must act in accordance with the Fiduciary Standard. This means we have a legal responsibility to put our clients’ interests ahead of our own and act with loyalty and care, as well as eliminate or disclose any/all conflicts of interest. Transparency and accountability are at the center of everything we do.

1031 Exchange Experts

If you own investment property(ies) and are thinking about selling; you should consider Section 1031 of the Internal Revenue Code and all your options. The 1031 exchange can allow for the deferral of all capital gains, depreciation recapture and investment taxes. At Clark Wealth Strategies we provide clients with methodical, fiduciary advice throughout the exchange process and beyond.