Clark Wealth Partners
Profile set up by Edverise AISet Up By Edverise AI
Edverise AI built this profile by analyzing thousands of data points across the web. If you own this business, become an Edverise partner to manage and update your profile.
Overview
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
2 - 9
Employees
1991
Year Founded
ABOUT CLARK WEALTH PARTNERS
wealth management advisors
Clark Wealth Partners is a financial advisory firm dedicated to helping clients achieve financial confidence and overall life satisfaction through customized, balanced strategies. With over 30 years of collective experience, the team specializes in assisting families and individuals in turning their life ambitions into practical financial plans. The firm’s methodology incorporates investment management, tax planning, risk evaluation, and comprehensive financial planning to develop diversified portfolios and personalized strategies that evolve along with clients’ life changes. More than just asset management, Clark Wealth Partners prioritizes collaboration, fostering long-term client relationships, and ensuring that financial choices resonate with personal values and goals. Their services include retirement preparation, tax strategy integration, investment management, and planning for different life stages to aid clients at every significant financial juncture.
LANGUAGES SPOKEN
English
HIGHLIGHTS
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
2 - 9
Employees
1991
Year Founded
Services
Focus
Industries
Clients
Services Provided
59% Wealth Management
25% Financial Planning
16% Tax Consulting
About the Team
OUR STORY
Clark Wealth Partners (CWP) is a purpose-driven firm based in O'Fallon, IL, managing $250 million in assets for 380 households. More than size, CWP values a team-oriented approach, fostering a culture where every client feels recognized and supported. Focused on intentional growth, they prioritize building trust and meaningful relationships over mere asset accumulation. Wealth Advisors at CWP lead financial planning guided by a collaborative team, leveraging technology and strong operational support to enhance client experience. The firm emphasizes community involvement and offers career growth opportunities, competitive compensation, and comprehensive benefits. Trusted, client-centric, and committed to impact, CWP offers a professional environment where advisors thrive while helping families balance ambition and security.
Projects & Clients
Project Size & Rate
Minimum Project Size
$1,000+
Average Hourly Rate
< $25/hr
