Website Disclosures
Clark Wealth Partners (“Clark Wealth,” the “Firm,” “we,” “our,” or “us”) is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not imply a certain level of skill or training.
This website is intended to provide general information about the Firm and its services. The information presented is for informational and educational purposes only and should not be construed as personalized investment, legal, or tax advice. Advisory services are provided only pursuant to a written investment advisory agreement. Use of this website does not create an advisory relationship with Clark Wealth Partners.
You should consult with a qualified professional before implementing any investment, tax, or financial planning strategy discussed on this website.
Form ADV
Additional information about Clark Wealth Partners, including our services, fees, and disciplinary history (if any), is available in our Form ADV Part 2A (“Firm Brochure”). A copy of our Form ADV is available on the SEC’s website at www.adviserinfo.sec.gov or upon request.
Investment Risk
All investments involve risk, including loss of principal. There can be no assurance that any investment strategy will achieve its objectives. Investment strategies and market conditions may change without notice.
Past performance is not indicative of future results.
Accuracy of Information
Clark Wealth Partners strives to ensure that the information presented on this website is accurate and current; however, we make no representations or warranties as to the accuracy, completeness, or timeliness of any information.
Information may be obtained from sources believed to be reliable; however, its accuracy cannot be guaranteed. Any reliance on the information provided is at your own risk.
Marketing and Advertising Disclosure
This website and other communications published by Clark Wealth Partners—including social media posts, emails, videos, blog posts, newsletters, and presentations—may be considered advertisements under Rule 206(4)-1 of the Investment Advisers Act of 1940, as amended (the “Marketing Rule”).
The Firm may reference or display third-party ratings, rankings, or awards. Third-party ratings are not indicative of future performance and may not be representative of any one client’s experience.
Nothing on this website should be interpreted as a guarantee of future performance or success.
Client Testimonials
The website or other Firm communications may include client testimonials. Testimonials reflect the real-life experiences of individuals who have engaged the Firm’s services.
Testimonials may create a conflict of interest because the individual providing the testimonial may be motivated to provide favorable statements about the Firm.
Unless otherwise disclosed:
- Testimonials are not compensated.
- Testimonials may not be representative of the experience of all clients.
- No testimonial is a guarantee of future performance or success.
- Individual client experiences may vary.
Additional information about testimonials and related disclosures is available in our Form ADV.
Endorsements and Solicitor Arrangements
Clark Wealth Partners may engage third-party platforms or promoters to refer prospective clients to the Firm. These third parties may receive compensation for referrals, which creates a conflict of interest because they have a financial incentive to recommend the Firm.
For example, the Firm may participate in referral or advertising programs through platforms such as NerdWallet. Compensation arrangements may include flat fees, subscription fees, or other forms of payment.
Prospective clients referred through such programs will receive the Firm’s disclosure brochure and any required solicitor disclosure statement at or before entering into an advisory relationship, including information about the nature of the compensation and material conflicts of interest.
Participation in such programs does not imply endorsement by the Firm of the third party, nor does it guarantee the quality of services provided.
Performance Information
Any performance information presented may include actual, model, hypothetical, or back-tested results.
Hypothetical and back-tested results have inherent limitations and do not reflect actual trading or client experience. They may not account for the impact of market conditions, liquidity constraints, or other factors that could affect actual results.
Performance results may be shown gross or net of advisory fees. Unless otherwise stated, results do not reflect the deduction of taxes. Actual client returns will be reduced by advisory fees and other expenses.
Past performance is not indicative of future results. No representation is made that any account will or is likely to achieve results similar to those shown.
Blog and Commentary
The Firm may publish blog posts, articles, commentary, or other written materials on this website. Such content is provided for informational purposes only and reflects the views of the author as of the date published.
Content may not reflect current market conditions or the Firm’s current views and may be updated or removed without notice.
Blog posts and commentary should not be interpreted as a recommendation to buy, sell, or hold any security or to adopt any particular investment strategy.
Social Media
Clark Wealth Partners may maintain profiles on social media platforms. Content shared through social media is for general informational purposes only and should not be interpreted as personalized investment advice.
Social media content is general in nature and should not be interpreted as a recommendation to purchase, sell, or hold any security or investment strategy.
The Firm does not provide investment advice or respond to account-specific inquiries through social media platforms. Please do not transmit personal or confidential information through social media.
“Likes,” shares, comments, or other interactions should not be construed as endorsements of the Firm or its services.
Third-Party Links
This website may contain links to third-party websites for your convenience. Clark Wealth Partners does not control and is not responsible for the content, accuracy, or policies of any third-party website.
The Firm does not monitor or maintain third-party websites and is not responsible for any changes to such content.
The inclusion of any link does not imply endorsement by Clark Wealth Partners of the third party or its services.
Tax and Accounting Services
Clark Wealth Partners may provide financial planning services that include general tax planning considerations. The Firm employs a Certified Public Accountant (CPA); however, unless specifically agreed to in writing, the Firm does not provide tax preparation or legal services.
Clients should consult their independent tax and legal professionals regarding their individual circumstances.