Clearfork Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.6 / 5 rating based on 80 reviews

Start preparing for a more confident future. Take the 3-Minute Confident Retirement ® check.

  • Your financial goals

    Learn more about key financial and investment insights to help you achieve your goals.

    Explore

  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
    Read more

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Putting clients first; it’s what we do

We get to know our clients’ needs and provide personalized advice for today’s challenges and tomorrow’s goals. We are committed to providing advice in your best interest, and we’re proud to share that Ameriprise earned a 2021 Hearts & Wallets Top Performer™ recognition in:

  • "Unbiased, puts my interest first"
  • "Investment ideas knowledgeable, timely, and tactical"
  • "Offers personal financial advice"

Ready to learn more about how we can help you? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Request a consultation

Shawn D. Smith and Michael Halloran

Our team is dedicated to helping our clients find confidence through financial plans that are personalized to their goals. That’s why we’re thrilled to announce that Shawn Smith has been named to the Forbes Best-in-State Wealth Advisor list for 2021; and Michael Halloran has been named to the Forbes Top Next-Generation Wealth Advisors list for 2020. All of us at Clearfork Wealth Management are proud to work with Shawn and Michael every day in service of our clients and their families. These accolades are a true testament to your hard work, commitment, and care. Thank you to all of our loyal clients - we are honored to be part of your lives.

Our videos

2 videos
close
Now Playing
view my video
 
Do the principles of diversification still hold up?
Do the principles of diversification still hold up?

With both stocks and bond prices down this year, investors may wonder whether a diversified portfolio can still hold up. Chief Market Strategist Anthony Saglimbene addresses this question in a challenging investing environment. (4:07)

Now Playing
view my video
 
Midyear outlook: What’s ahead for markets and the economy?
Midyear outlook: What’s ahead for markets and the economy?

Ameriprise Financial experts look back at the first half of the year, discuss the outlook for the remainder of the year and share equity, fixed income and asset allocation strategies for investors to consider. (11:24)

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.
Refer us
Gauge your retirement readiness

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

view commentary
 

Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)