Jerry Clark
Providing objective-driven wealth management for high-earning professionals and their families since 1998.
Jerry Clark
Providing objective-driven wealth management for high-earning practitioners since 1998.
Personalized financial, tax, and estate planning in a highly relational environment.
Who we work with.
While our client base is quite diverse, my experience, processes, and strategies are best leveraged by high-net-worth professionals and families looking for tailored wealth management, risk management, and tax mitigation under one roof.
As an avid golfer, I love working with people who know their way around the links, too.
Why work with me?
You value clarity.
Transparent discovery and solution-building helps you draw conclusions about what’s contributing to or detracting from your long-term goals.
You value relationship.
I regularly break bread with my clients because I believe that connecting over more than just money is the key to a lasting and profitable partnership.
You don’t want to be sold.
I don’t push products to make fees, and I help you discover and eliminate hidden internal fees that may be sinking your portfolio.
What Our Clients are Saying
“Diligent and hardworking in fulfilling our family’s financial goals.”
— Eulogio G.
“I was, and am, treated as an individual.”
— Steve O.
“Very pleased with the way he handles my investments.”
— Dr. Pallotta
“Genuinely prioritize their clients’ well-being.”
— Mary G.