Leif Clarke Wealth Management, Inc.

The firm provides investment management and financial planning to individuals — including both high‑net‑worth and non‑HNW clients — as well as corporations, trusts and retirement plans. It offers discretionary and non‑discretionary portfolio management across a broad range of securities (mutual funds, equities, bonds, ETFs, REITs and annuities) and generally charges percentage‑of‑AUM advisory fees.

The firm follows a value‑oriented investment approach and tailors recommendations to each client’s risk tolerance, time horizon, income needs and tax situation, using sector and company analysis to select mutual funds, individual stocks and ETFs. Clients are interviewed before engagement, may direct trades in non‑discretionary accounts, and accounts are reviewed at least quarterly.

The firm is closely held with a sole shareholder as its principal and is affiliated with an insurance agency that offers life, health, property and casualty products; the principal receives commissions from that agency and devotes a portion of the workweek to its operation, which the brochure identifies as a potential conflict of interest. The adviser also serves as the designated investment professional for a local nonprofit 401(k) plan (receiving ongoing compensation), discloses personal trading that may occur shortly after client recommendations, and lists outside activities such as rental property ownership — operational characteristics that distinguish it from many peers.