Clark Wealth Partners, LLC

Clark Wealth Partners provides discretionary portfolio management and financial planning to individuals—including high‑net‑worth clients—as well as pension and profit‑sharing plans, charitable organizations, and businesses. The firm offers ongoing investment management and stand‑alone financial planning engagements tailored to client needs.

The firm tailors portfolios to clients’ objectives and risk tolerance, deploying internal model portfolios and allocations across mutual funds, exchange‑traded funds, individual equities, and cash equivalents, and it offers both discretionary and non‑discretionary account arrangements. Clark Wealth Partners also facilitates securities‑backed lending as an alternative to liquidating positions and provides clients access to a third‑party platform for drafting estate planning documents, which the firm can print and notarize on the client’s completion.

Clark Wealth Partners discloses that it compensates outside promoters for referrals and works with aggregators such as NerdWallet, providing the required written disclosure to prospective clients at the time of solicitation; the brochure also indicates the firm’s use of endorsements, testimonials, and promotion of third‑party ratings in its marketing, practices that are uncommon among peers. Combined with the firm’s estate‑document platform access and securities‑backed lending assistance, these referral and marketing practices contribute to a service mix that differs from many similarly sized advisers.