What makes Clark Wealth Partners different?

Our approach integrates financial planning, investment management, and tax considerations within a coordinated planning process. We evaluate financial decisions through both a planning and tax lens so recommendations are aligned with a client’s broader financial goals.

How does Clark Wealth Partners charge for services?

We operate as a fee-based advisory firm and discuss fees transparently during the engagement process. Specific fees depend on the scope of services provided.

Investment Management Services in Metro East Illinois

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Testimonials

      EXCELLENT  
   Based on 62 reviews 
    
 
 
 
   
 
 
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   Jed Davis 
 
 
 
 Trustindex verifies that the original source of the review is Google. Always great sitting down with Mike and his group! Andy and Mike did a great job walking me through the planning process for the upcoming years. Very happy to have you guys helping our financial future.
  
 
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   Jean 
 
 
 
 Trustindex verifies that the original source of the review is Google. Friendly and nice; but very professional and knowledgeable.  No cookie cutter advise. Just great advise for our live. Thank you to a great team.
  
 
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   starr barke 
 
 
 
 Trustindex verifies that the original source of the review is Google. We met with Jake today as part of our routine financial planning service and once again, the Clark Wealth team did not disappoint!  Mike, Jake and Dana feel more like trusted family and it's such a warm and welcoming atmosphere each time we have occasion to go in to their office...We've been with Mike prior to his branching out on his own and he's continued to provide quality service and competent staff throughout!  Wouldn't hesitate to recommend this team for any and all of our wealth management services...
  
 
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   Mike Rice 
 
 
 
 Trustindex verifies that the original source of the review is Google. Over the years we have found Clark Wealth team to be very helpful and professional.   They are low pressure and are looking after our needs and wants.  We highly recommend them.
  
 
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   brad doyle 
 
 
 
 Trustindex verifies that the original source of the review is Google. I’ve been with Mike for years and have always received outstanding service, and kept updated on my investments. Updated Jan 2025, still have nothing but great things to say about Mike and his team.  I didn’t really know anything about investing, and found Mike when he was with his first company.  Always takes time to explain things with me and help me plan for retirement. Look forward to continue doing business with him and his team. Updated July 2026.  Still receive OUTSTANDING service from Mike and his team. I’m getting ready to retire early, and I can honestly say I don’t think I would be ready if I didn’t have Mike overseeing my investments.  If I ever had any questions about my 401K account, he would help with that.
  
 
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   Karen 
 
 
 
 Trustindex verifies that the original source of the review is Google. Mike, Jake and Andy have all been extremely knowledgeable and helpful guiding us through the science of money. Would highly recommend Clark Wealth Partners to anyone thinking about acquiring an advisor or looking for a new one. Dana and Denise have also been extremely helpful!
  
 
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   Kirsten Ober 
 
 
 
 Trustindex verifies that the original source of the review is Google. The Clark Wealth Partners team has been crucial in helping us steward our finances well.  They have provided expertise in present investments, tax guidance as well as setting us up to have a solid income in retirement.

A Disciplined Investment Process

Successful investing requires more than reacting to short-term market movements.

We develop investment strategies based on a long-term approach that considers your objectives, investment timeline, liquidity needs, and overall financial picture. Every recommendation is evaluated within the context of your broader financial plan.

Investments Within a Broader Strategy

Your investment portfolio is one part of your overall financial life.

We coordinate investment decisions with retirement planning, tax considerations, cash flow needs, and other financial priorities so each decision supports your long-term objectives rather than being evaluated in isolation.

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Guidance That Evolves With You

As your financial life changes, your investment strategy should evolve as well.

Whether you’re preparing for retirement, experiencing a career change, selling a business, or navigating another significant life event, we help ensure your portfolio continues to reflect your goals and circumstances.

Investment Management Built Around Your Financial Plan

Your investment portfolio should support your financial goals, not operate independently from them.

At Clark Wealth Partners, investment management begins with understanding your objectives, time horizon, risk tolerance, and overall financial situation. We integrate investment decisions with financial planning and tax considerations to help ensure your portfolio supports the broader strategy you’ve built. Contact us for tailored investment portfolio management.

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Why Clients Choose Clark Wealth Partners

Planning First Investment Management
Investment decisions are made within the context of your financial plan. We evaluate how your portfolio supports your retirement goals, cash flow needs, tax situation, and long-term objectives before making investment recommendations.

Personalized Portfolio Management
Every portfolio is designed around the individual client. Asset allocation, investment selection, and ongoing management reflect your goals, timeline, and tolerance for risk rather than a one size fits all approach. Trust us for detailed asset management.

Ongoing Portfolio Oversight
Investment management is an ongoing process. As markets, financial circumstances, and personal goals evolve, we review your portfolio and make adjustments when appropriate to help keep your investment strategy aligned with your financial plan.

Investment Management Process

Investment Management Within a Broader Strategy

Step #1

Step #2

As your financial life changes, your investment strategy should evolve as well.

Step #3

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As your career, retirement plans, investments, or family circumstances change, we revisit planning opportunities and adjust recommendations as appropriate to reflect your evolving goals.

Areas We Serve

We provide investment management services to individuals, families, retirees, and business owners throughout the Metro East region. Our investment approach is designed to support long-term financial goals through personalized portfolio management and ongoing guidance.

Frequently Asked Questions

What is wealth management?

Wealth management is a comprehensive approach that may include investment management, financial planning, retirement planning, tax planning considerations, and ongoing advice. The scope of services depends on a client’s specific needs and circumstances.

How is Clark Wealth Partners different from other wealth management firms?

Our approach integrates financial planning, investment management, and tax considerations within a coordinated planning process. We help clients evaluate financial decisions in the context of their overall financial situation rather than treating each area independently.

Does Clark Wealth Partners work with business owners?

Yes. We regularly work with business owners who need to coordinate personal financial planning, retirement planning, tax considerations, and business-related decisions as part of a comprehensive strategy.