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.
Holistic Wealth Planning
We believe in a holistic approach to wealth management, and guide each client through a tailored process based on what is most important to them. Whether it is retirement, college planning, investment real estate or even complex estate planning, Clark Wealth Strategies has the experience and integrity to successfully address the issue.
The Fiduciary Standard
As a fee-only registered investment advisor, Clark Wealth Strategies, Inc. operates in accordance with the Fiduciary Standard. Simply stated, we are bound by law to put our clients’ interests ahead of our own. We take this standard to heart and continually strive to be a fiduciary advisor, providing conflict-free advice and objective investment management solutions.
1031 Exchange Experts
If you are considering the sale of investment real estate, it is important to consider a 1031 tax-deferred exchange. A 1031 exchange allows you to defer capital gains, depreciation recapture and investment taxes and reinvest the entire proceeds into other investment real estate. However, there are strict rules and timelines that must be followed.