Clearfork Wealth Management Team Profile

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

Charitable Giving
Investments
Retirement Plan Distribution
Saving for Education
Estate Planning Strategies
Retirement Income Strategies
Retirement Planning Strategies

Clearfork Wealth Management, Forbes Best-in-State Wealth Management Teams, 2024-2025
Linc Campbell, Forbes Best-in-State Wealth Advisors, 2023-2024
Michael Halloran, Forbes Best-in-State Next-Generation Wealth Advisors, 2020

For the past few years, Clearfork Wealth Management has made contributions to the following local charities that are meaningful to our clients: