Many of our clients simply seek a partner they can trust to always put their best interests first, allowing them to confidently move on with the business of living their lives. It’s far more than simply feeling comfortable with your advisor, having a plan in place or setting achievable goals. It’s the ability to set daily financial worries aside with the full confidence and knowledge that someone is looking out for you and your needs.
Clarke Wealth Management Group acts as your fiduciary and answers only to you. As independent, fee-based planners we’re free from the conflicts of interest some advisors often face due to product quotas, corporate mandates, ties to banks, Wall Street brokerage houses or proprietary product producers. Our earnings are directly tied to our clients success. Our independence ensures that we only operate with your best interests in mind.
At Clarke Wealth Management Group, you will discover a team of professionals with a single focus; to be proactive, dedicated advocates bringing clarity of purpose to generations of clients. This comprehensive process helps to ensure that nothing slips through the cracks when it comes to taking care of you and your family financially. With a full array of non-proprietary investments at our disposal, we will search for the best strategies as we treat your individual financial needs in a holistic manner.
Driven solely by our client’s success, our focus is to create comprehensive and effective wealth management strategies personalized to the unique financial needs of each client addressing both short-term and long-term financial goals. We aim to inspire our clients, friends, and families to live happy, healthy, prosperous lives.