Company profile
Clark Wealth Management
Family Practice that Provides that Personal Touch
- Industry
- Investment Management
- Employees
- 4
- Headquarters
- Westlake, Ohio
- LinkedIn followers
- 10
- Office locations
- 1
Clark Wealth Management company summary
Clark Wealth Management is a company in the Investment Management industry, headquartered in Westlake, Ohio. On LinkedIn the company has around 4 employees and 10 followers. Its listed specialties include Wealth Management, Retirement Planning, 401(k) Rollovers, IRAs, Life Insurance Planning.
What technology does Clark Wealth Management use?
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About Clark Wealth Management
Clark Wealth Management is a, "Family Practice that Provides that Personal Touch". Steven and Jonathan have built a practice that revolves around their clients. They do not have any sales managers or quotas. Simply, they answer only to their clients. Clark Wealth Management offers a financial strategy through Brookstone Capital Management, a fee-based investment advisor registered with the Securities and Exchange Commission(SEC). As independent investment advisor, there are no "standard" or "proprietary" products promoted. Through Brookstone, Clark Wealth Management has access to a universe of Stocks, Bonds, Mutual Funds, Exchange Traded Funds(ETFs), Tactical Managers, Strategic Managers, and Market Linked Notes/CDs. Steve and Jonathan also understand the value of incorporating Long-Term Care, Life Insurance, Disability Insurance, and Annuities into the overall planning. Investment Advisory Services offered through Brookstone Capital Management LLC (BCM), a registered investment advisor. BCM and Clark Wealth Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
Specialties
Where is Clark Wealth Management located?
Clark Wealth Management lists 1 location.
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| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
Clark Wealth Management clarkwealthadvisor.com | Investment Management | 4 | - | Westlake, Ohio |
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Frequently asked questions about Clark Wealth Management
What does Clark Wealth Management do?
Clark Wealth Management is a, "Family Practice that Provides that Personal Touch". Steven and Jonathan have built a practice that revolves around their clients. They do not have any sales managers or quotas. Simply, they answer only to their clients. Clark Wealth Management offers a financial strategy through Brookstone Capital Management, a fee-based investment advisor registered with the Securities and Exchange Commission(SEC). As independent investment advisor, there are no "standard" or "proprietary" products promoted. Through Brookstone, Clark Wealth Management has access to a universe of Stocks, Bonds, Mutual Funds, Exchange Traded Funds(ETFs), Tactical Managers, Strategic Managers, and Market Linked Notes/CDs. Steve and Jonathan also understand the value of incorporating Long-Term Care, Life Insurance, Disability Insurance, and Annuities into the overall planning. Investment Advisory Services offered through Brookstone Capital Management LLC (BCM), a registered investment advisor. BCM and Clark Wealth Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
How many employees does Clark Wealth Management have?
Clark Wealth Management has around 4 employees on LinkedIn.
Where is Clark Wealth Management headquartered?
Clark Wealth Management is headquartered in Westlake, Ohio.
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