Apple Valley, MN Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Clark Wealth Strategies, Inc
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About
Clark Wealth Strategies provides investment management and wealth planning to individuals, high-net-worth clients, and retirement plan sponsors. The firm offers portfolio management, financial and retirement planning, pension consulting, variable annuity sub-account management, and consulting related to 1031 real estate exchanges.
The firm builds customized portfolios using a strategic asset allocation framework, model portfolios, tax management and selections of specialist managers, and uses a suitability questionnaire and documented planning process to tailor advice. Accounts are monitored and rebalanced on an ongoing basis, and client assets are generally managed on a discretionary basis.
What distinguishes the firm is its sizable 1031 and passive real estate consulting practice and related assets under advisement—reported separately from its discretionary AUM—which the firm supports with project-based exchange consulting and an advisor on the team with prior exchange officer experience and continuing-education instruction on 1031 exchanges. The firm also provides ERISA-fiduciary retirement plan consulting and uses dedicated custodial arrangements for different service lines, a mix of capabilities that is less common among similarly sized advisory practices.
Based on Clark Wealth Strategies, Inc
Expertise
Based on Clark Wealth Strategies, Inc
Location
Apple Valley MN
Advisors at this office
1
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