CLARKE

We seek to provide comprehensive Wealth Management to people for whom we can potentially make a major impact. We go beyond investment advice to guide those individuals, families, and business owners on how to prepare for and address significant transitional life events and concerns in their lives. Our advanced financial planning recommendations both complement and shape our investment management recommendations. We literally become our client's financial head coach coordinating the subject matter expert advice from their accountants, insurance providers, attorneys, and other professionals. Our goal is to guide and assist each client to live their individual lives of significance!... We also wish to provide clients, friends, family and associates of our valued clients an opportunity to gain comfort that they are also making good decisions about their financial futures in these uncertain economic times. So we offer our Discovery Meeting, Personal Life Profile and Initial Findings as a..

Also known as: The Clarke Group

Primary location: Braintree United States