The Clarke Group
The Clarke Group embraces our clients’ priorities. Whether it’s preparing for a successful retirement, creating an enduring legacy through philanthropy, or educating the next generation, our team will construct a detailed plan for each client to illuminate their financial future.
In addition to customized portfolios, we understand that trust and estate planning issues, insurance, and tax planning are central to a successful wealth management strategy. Our team utilizes the considerable resources of Merrill Lynch Wealth Management and Bank of America to guide our clients through all stages of their financial lives.
We serve executives, entrepreneurs, ultra-high net worth families, and the LGBTQ+ community. The Clarke Group is proud of the commitment our firm has made to the personal and financial well-being of diverse communities.
We believe clear communication with client families is crucial and encourage involving both spouses and grown children in the process. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come.
Our clients deserve a superior level of advice and attention. They should expect transparency and accountability from their wealth management team. These principles serve as the foundation of the enduring relationships we've built. That's why The Clarke Group takes a holistic approach with the aim of building client relationships around people, not portfolios.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
