Clarke Wealth Management

Creating wealth through partnership

Whether you’re planning for retirement, saving for college for children or progressing toward any one of your life goals, the Clarke Wealth Management Group can assist. We provide personalized strategies to guide you through to achieving your goals.

By working closely with a team of highly skilled professionals we address the most important issues of retirement and estate planning, taxation planning, business succession, credit, lending, education savings, and charitable giving to provide the full wealth management experience.

Trust, confidentiality and integrity are cornerstones of our practice.

Recent Blog Posts

U.S. equity returns in 2025: Record-breaking resilience

Jan 08, 2026 | Kelly Bogdanova

U.S. stocks powered through tariff turbulence on the way to all-time highs. But it’s only natural to question whether the three-year winning streak can be extended. We look at what drove equities in 2025 and how prospects for 2026 are shaping up.

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Early 2026 tax tips

Early 2026 tax tips

Jan 07, 2026 | RBC Family Office Services

When the end of the year approaches, many individuals place a greater focus on tax planning to minimize their income tax liability...

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Building on a narrow base

Jan 06, 2026 | Atul Bhatia, CFA

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

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