Clark & Company

Clark & Company is a boutique wealth management firm that specializes in serving the needs of physicians, high net worth individuals, corporate executives and businesses. When you choose Clark & Company, you are taking an important first step toward achieving your goals for financial success. Clark & Company provides you with an array of customizable services, strategies and products, tailoring a wealth management plan to help you meet your specific goals. We recognize that no two clients are alike and no two goals the same. At Clark & Company it’s your vision and our plan. We’re in this together. Our trust, integrity and judgment form the cornerstone of our firm and permeate everything we do. We work in close consultation with your attorneys, accountants and business managers to understand your complete financial picture, then provide tailored advice and solutions based on your unique circumstances. We’ll dig deeper and go further. Your vision needs a plan. Tailored At Clark & Company, we can afford to be precise. We work hard to maintain an advisor-to-client ratio that allows us to provide only the highest level of service. Clark & Company is committed to a concierge model; we’ll work with you to understand your vision and then work harder to build the plan that will help you get there. Clark & Company understands that everyone has different aspirations and no two dreams are the same. Where do you want to go? How can we help you get there? Trusted At Clark & Company, good business is a matter of great relationships. We’ll take the time to get to know your unique circumstances and then build out a comprehensive solution that will evolve with your ever-changing life. We get it. Now, we’ll work together to make it happen. Services Offered Retirement and Financial Planning – Planning for a specific goal needs to start well before you will need the money. We’ll be there to keep you on track, whether it’s saving for retirement, college, a second home, or even a trip around the world. Clark & Company can help you save, allocate, plan for the necessary cash flow, and project where you stand in comparison to the amount required. Estate and Trust Planning – You have worked too hard to lose your assets to taxes, fees and penalties. We will work with your attorney and accountant to build a comprehensive plan to honor your wishes and transfer wealth to your heirs and charitable beneficiaries in the most tax efficient way possible. Tax Reduction Strategies – The biggest enemy to a portfolio is taxes. We will work in consultation with your accountant to advise you on various tax issues you may encounter; capital gains, IRA distributions, gift transfers, estate taxes and charitable deductions just to name a few. It’s your money; keep as much of it as possible. Planning for Medical Doctors – Physicians face a unique set of constraints, given their professional liability, short number of high-income producing years and need to save beyond what traditional retirement accounts can provide for. We can help navigate the myriad choices regarding investment vehicles, insurance coverage and disability liability, in the event you cannot work for an extended period of time. Planning for Business Owners – The challenges faced by business owners can be overwhelming. Owners need a comprehensive plan that incorporates financial and insurance planning, corporate sponsored retirement plans, business succession planning, and a tax-efficient ownership transfer. Charitable Gift Planning – A large number of clients wish to pursue philanthropic endeavors and give back to a community that helped them achieve their success. A family’s legacy of giving can help solidify the bond between them and the community. Let us help you choose the right vehicle for your wishes, whether it is a charitable trust, private foundation, or planned giving.

Address: 12 Norwood Ave. Hamburg, NY 14075, USA

Phone: +1 716 312 7918
FAX: +1 716 646 4461