An independent financial planning and wealth management firm for individuals, families and business owners — with someone in your corner at every stage of life.
Our mission is to have a meaningful impact on our clients’ financial lives by striving to provide confidence that someone is in their corner throughout every stage in life.
Working as a fiduciary to our advisory clients, it is our legal duty to put our clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process. Our name and reputation reflect the high standards we have and the personalized work we do for the people we serve.
When you choose to work with our team, we take the time to get to know you, your family, your desires and your goals. We listen to the concerns you are facing, identify solutions to help you overcome those challenges and implement a comprehensive financial plan to solve each of the issues.
Retirees must make important decisions about their future. Our team can help you answer: Do I have enough money to retire the way I want? Is it in the right places? How can I maximize tax efficiency?
Estate planning is often among the least prioritized financial considerations – but is in fact among the most important. We help you determine how you would like your assets to be distributed when you’re gone, how much control your heirs should have, and how to minimize the tax burden on your family.
“High Net Worth and Ultra High Net Worth” families often lead very complex lives, which includes the management of their finances. Our knowledgeable professionals help you stay organized, structured and simplify where possible.
The financial health of an individual or family is second only to their physical health. Asking for second opinions from doctors is common practice – so should it be with financial advisors. Get a no obligation review of your financial affairs and a candid report that breaks down where you stand.
Life is full of the unexpected. Major life events, transfer of assets, loss of a job, new baby, divorce, death – the list goes on. Have a contingency plan ready, so you are prepared for the unexpected.
Many business owners have 401(k) plans – few truly understand them. We can help integrate your 401(k) plan with educational resources for plan participants and maximize your 401(k) plan design.
Clients with complex financial lives find it difficult to access the independent, objective advice needed to address, strategize and integrate their personal wealth management and business planning needs. Our team brings structure and intention to the management, distribution and transfer of your wealth.
No strategy assures success or protects against loss.
Whether you are thinking about retiring, about to sell a business, or an executive at a thriving company, you have financial complexities in your life. We can help you capitalize on sophisticated financial strategies to help you efficiently pursue long-term financial success.
High Net Worth individuals and families require a different level of attention, and sometimes that means extremely complex financial considerations. Our financial professionals guide you through all market conditions, offering valuable counsel and insight every step of the way.
What’s next for your business? Planning ahead can be complicated. Our goal is to help owners identify opportunities and risks well in advance so that you can get the most out of your business now, and when it is time to pass the torch.
Retirement means something different for everyone – let us help you define yours, and confidently pursue it.
We have a fundamental obligation to act and provide individualized investment advice in the best interests of our clients.
Backed by a team of dedicated professionals, our thought leaders work collaboratively with clients, from coordinating and consulting to the delivery and implementation of financial plans.
Certified Financial Planner™ · Chartered Retirement Planning Counselor®
Clark leads the Rockland office, working with individuals, families and business owners as a fiduciary advisor.
Get in TouchPart of the Integrated Financial Partners team
Client Service Manager
President
Advanced Planning Specialist
Senior Vice President of Financial Planning & Training
CFP®, CRPC®
Vice President of Case Design
CFS, CBEC
Chief Compliance Officer
CLU, ChFC®, CASL, CLF®
Chief Marketing Officer
Chief Investment Officer
CFA
Executive Director, Estate and Business Planning
JD, LLM, CIMA®
Director of Technology
This mobile-friendly web portal is available around the clock. With Account View you have convenient online access to your investment account information, portfolios, quotes, market performance and news about relevant topics.
Log In to Account VieweMoney is a web-based tool providing account aggregation so all of your investments can be viewed in one comprehensive, convenient and secure portal. It includes a digital vault so you can store important documents and access them from anywhere in the world — like having a file drawer and a bank safety deposit box together online.
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