Every family, individual, and business is unique. Client temperament for different risk cycles should be adjusted to reflect their risk profiles not their advisors.
Located in Lakewood, Clark Wealth Management has teamed with professionals throughout the country that specialize in various aspects of your financial plan. Whether it be traditional asset allocation, tactical managers, life insurance, long-term care insurance, or other financial related needs Steven and Jonathan work to partner with qualified professionals to serve you.
We are a "family practice that provides that personal touch". There is something special about working with a family shop. Steven(Dad) and Jonathan(Son) enjoy working and visiting with their clients. Together they have structured themselves to answer only to their clients.
Steve is the founder and president of Clark Wealth Management. With 40 years of experience in insurance and financial services, Steve holds insurance licenses in the states of Ohio, West Virginia, and Florida, and a Series 65 Investment Advisor Representative license. Investment advisory services offered through Brookstone Capital Management, LLC, an SEC Registered Investment Advisor.
Steve has built a large client base serving pre- and post-retirees living in the Northeast area. Steve has been Treasurer of the Lakewood Chamber of Commerce, a past Vice President of Shadow Flight, an Ohio Air National Guard retirement organization, providing the monthly newsletter. Currently, he serves as Treasurer for the Lakewood Foundation and is on the finance committee for LakewoodAlive. He is also an active member of Rotary.
Steve graduated from the Franciscan University of Steubenville, and took additional studies at Cleveland State University and Case-Western Reserve University. He resides in Lakewood with his wife Linda. They have two children and five grandchildren. He is a member of the Lakewood Elks, the American Legion and the Sandusky Sailing Club.
Jonathan is a 15 year veteran in the Financial Services industry. He is an Investment Advisor Representative with advisory services offered through Brookstone Capital Management LLC, an SEC Registered Investment Advisor. Jonathan also is a licensed Life Insurance Agent in Ohio, Florida, and Texas. In 2003, he graduated from Cleveland State University. Jonathan continued his education by taking continuing education courses over the last 15 years, including some through The American College of Financial Services.
Alongside his father Steven, they have built a diverse clientele of retirees, business owners, and individuals. Jonathan visits with clients at the Lakewood office, but is happy to make a house call.
Jonathan is a member of The Lakewood Chamber of Commerce, the National Association of Insurance & Financial Advisors (NAIFA), Rocky River Chamber of Commerce, and serves on the Board for the Lakewood/Rocky River Rotary Club. He served his country from 1999-2004 in the Ohio Air National Guard in Mansfield, OH. During that time he served in Operation Enduring Freedom.
Jon resides in Avon, Ohio with his wife Kelly.They have 3 children Tyler, Colin, and Paislee. Jonathan has enjoyed coaching high school track and football in the past, and is a volunteer coach for various sports in Avon.
Randy is a 23 year veteran at Clark Wealth Management. Joining the company in 1994 after spending seventeen years with Standard Oil and British Petroleum as a products control supervisor. Prior to that, he served in the US Air Force, stationed in Charleston, South Carolina as a management analyst.
Randy is a graduate of David N. Myers College, with a Bachelor of Science degree in Marketing, and an Associate Degree in Resource Management through the Community College of the Air Force.
He handles administrative and technological functions for Clark Wealth Management.
Randy is a former member and past Treasurer of the Cleveland Grays, a military history museum and historical landmark on Bolivar Avenue in downtown Cleveland, and has been active in both the Lakewood Kiwanis and Chamber of Commerce. Randy has lived in Lakewood since 1987.