Wealth Management Services
Where are my funds held?
Our Investment Services are held and serviced by Fidelity or Charles Schwab.
Who chooses my investments?
Steven and Jonathan always start with a risk questionnaire. Once completed they walk clients through a menu of choices. Once invested accounts will be managed to the terms of the standing Investment Policy Statement.
How do I withdrawal money if needed?
There are various ways to access your funds. electronic, checkbooks, and manual paper forms are all ways to accomplish your withdrawal request.
Will Clark Wealth Management evaluate my current account?
Yes, Steve and Jonathan will have a Morningstar Report created to give some guidance on your current holdings. There is no charge for this service.
How does Clark Wealth Management get paid?
Clark Wealth Management does not charge a hourly rate. They are a wrap fee based advisors. This is dictated by their IPS(Investment Policy Statement).
How do we set up an appointment?
Appointments can be scheduled by calling the office at 440-471-4300 or by filling out the form on this website.