Susan Clarke is the Vice President & Wealth Advisor leading Clarke Wealth Management Group. She along with her associate, Tammy LeBlanc are your primary contacts. As a wealth advisory team they believe the focus is on the integration of your investment solution with your long term savings objectives, retirement needs, estate planning, and tax situation. This approach brings specialists to the relationship along the way including Insurance Specialist Jason Lewis, Will and Estate Consultant Sharon Avery, and Financial Planning Specialist Nathalie Wybouw.
Clients who will benefit from their process include business owners, charities, families, and individuals. They understand there are a spectrum of needs you may have and that not every situation is the same. For this reason, they offer a wide variety of portfolio solutions tailored to your financial situation.
Clarke Wealth Management Group invites you to tour the site to meet the team and learn more about their approach. The site includes educational guides, market commentary, and a link directly to the online site to view your personalized portfolio. They would be pleased to have an opportunity to discuss wealth management with you in person. Please feel free to contact them by phone or email to arrange a time that works for you.