Going Beyond the Dollars and Cents

My experience in our family's 25+-year wealth management practice has taught me that managing your wealth is about more than just dollars and cents; it’s a reflection of your past experiences, your current life-stage priorities, and your overall financial goals.

By combining in-depth financial planning with disciplined investment management, I help individuals, families, and business owners accumulate, preserve, and transfer wealth. This provides you with peace of mind, and the confidence that comes with knowing that a plan is in place to help achieve your financial goals, and the life you envision.

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Recent Insights

Nuclear energy sector getting the push it needs

The nuclear industry is experiencing a rebirth amid the global energy transition, a time of economic and energy security uncertainty and a generational shift of preferences.

Biodiversity: Investing in the world’s most important asset

Investments in solutions that fight nature and biodiversity loss are a vital step in curtailing climate change and nature-related risks.

Interest rate mood swings

April brought the usual spring showers, but it also brought some adjusted central bank rate cut expectations. We examine the what and why of the revisions and explain how investors should proceed.

The Fed adjusts its focus, but the rate outlook remains blurry

The Fed keeps playing down upside risks to inflation, but did it just start playing up downside risks to labor markets? Ahead of key jobs data, how sensitive might the Fed be to any labor market weakness?

Robert Clarke

Robert Clarke, CFP

Investment & Wealth Advisor

Phone Number905-469-2670
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