Clark Wealth Management Email Formats
Investment Management • 
Westlake, Ohio, United States • 1-10 Employees
Key Contact at Clark Wealth Management
Joshua Thompson
Director Of Investment Operations
Company overview
| Headquarters | 24481 Detroit Rd, Suite 430, Westlake, Ohio 44145, US |
| Phone number | +14404714300 |
| Website | |
| NAICS | 5231 |
| SIC | 874 |
| Keywords | Stocks, Etfs, Wealth Management, Bonds, Retirement Planning, Wealth Transfer, Wealth Accumulation, Financial Planning, Mutual Funds, Life Insurance Planning, Iras, 401(K) Rollovers, Roth Iras |
| Employees | 1-10 |
| Socials |
About Clark Wealth Management
Clark Wealth Management is a, "Family Practice that Provides that Personal Touch". Steven and Jonathan have built a practice that revolves around their clients. They do not have any sales managers or quotas. Simply, they answer only to their clients. Clark Wealth Management offers a financial strategy through Brookstone Capital Management, a fee-based investment advisor registered with the Securities and Exchange Commission(SEC). As independent investment advisor, there are no "standard" or "proprietary" products promoted. Through Brookstone, Clark Wealth Management has access to a universe of Stocks, Bonds, Mutual Funds, Exchange Traded Funds(ETFs), Tactical Managers, Strategic Managers, and Market Linked Notes/CDs. Steve and Jonathan also understand the value of incorporating Long-Term Care, Life Insurance, Disability Insurance, and Annuities into the overall planning. Investment Advisory Services offered through Brookstone Capital Management LLC (BCM), a registered investment advisor. BCM and Clark Wealth Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Clark Wealth Management has never raised funding before.
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