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
Linc Campbell, Forbes Best-in-State Wealth Advisors, 2023-2024
Michael Halloran, Forbes Best-in-State Next-Generation Wealth Advisors, 2020
Shawn D Smith, Financial Times 400 Top Financial Advisers, 2017
Shawn D Smith, Forbes Top 250 Wealth Advisors, 2021
Shawn D Smith, Barron’s Top 1,200 Financial Advisors, 2014-2019
Shawn D Smith, Ameriprise Circle of Success Hall of Fame, 2010
Shawn D Smith, Ameriprise Circle of Success Chairman’s Advisory Council, 2000-2019
Shawn D Smith, Five Star Wealth Manager, 2012-2020