Integrated, Innovative Wealth Management
We are dedicated to building and implementing advanced wealth strategies for business owners, entrepreneurs, and real estate investors. We view our clients as partners, collaborating together as a team headed towards a common goal. It’s our experience, that out of these partnerships the best financial plans are born.
As an independent firm, we have access to asset classes traditionally only available to institutional investors. This allows us to build optimized client portfolios that are diversified and posses low volatility. In addition, we apply exclusive tax advantages to save our clients money that can then be funneled right into their investment portfolio.
Clark/Barbour holds itself to the fiduciary standard, protecting our clients as we strive to provide innovative wealth management plans that quantitatively move the needle for our discerning clients, thereby achieving our goal of making a significant difference in the lives of the families we work with.