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Our Approach

At Clark & Company, our purpose is straightforward: to protect, grow and preserve your wealth.  We start with a deeply rooted investment culture and combine that with insightful wealth planning, exemplary service and fierce integrity to give you the most thoughtful and comprehensive long-term wealth management experience possible.  Our clients require comprehensive, integrated and objective advice.  We scale our services to meet the variety of our clients’ needs.

It starts with a conversation.  Before a solution can be formed, we get to know you, your family, your goals, finances, dreams and fears.  Everything we do and incorporate into your personalized financial plan is rooted in an active listening process.  You sense of security is of utmost importance to us.

Most importantly, we seek to leverage our understanding of your needs and your situation, to stay several steps ahead of your needs.  We want to answer your questions before you think to ask them, and provide pre-emptive solutions to challenges that you haven’t even identified yet.  By working closely alongside you over time, we hope that you will eventually come to rely on us as a true partner.

Our mission is to deliver a comprehensive, integrated approach to help clients manage their financial lives and make the best use of their resources.