Clearfork Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Client Satisfaction 4.6 / 5 rating based on 75 reviews

Your financial goals

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

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Market insights

Read the latest market and economic updates from Ameriprise experts.
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Personalized advice

Your financial goals are unique to you. Learn how we can help you achieve them.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

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.

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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.

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Is the U.S. economy’s resiliency a problem for investors?

Is the U.S. economy’s resiliency a problem for investors?

Despite contrary efforts from the Federal Reserve, U.S. economic activity has remained fairly resilient. Ameriprise Financial Chief Economist Russell Price shares what this paradox may mean for investors and the economy, including the possibility of recession.

(2:57)

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.

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.

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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)