Clearfork Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Client Satisfaction 4.5 / 5 rating based on 66 reviews

Your financial goals

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

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Market insights

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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.

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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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2023 outlook: What’s ahead for investors?

2023 outlook: What’s ahead for investors?

As the first quarter of 2023 kicks off, Ameriprise Financial experts discuss what to watch for in the new year, as well as strategies for investors to consider. (7:40)

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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Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)