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Our financial advice team


Linc Campbell, Private Wealth Advisor serving the Fort Worth, TX area - Ameriprise Advisors

Linc Campbell

CFP®, APMA, BFA

Private Wealth Advisor

Managing Partner of
Clearfork Wealth Management

An Ameriprise Private Wealth Advisor

25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • BFA™ Behavioral Financial Advisor

Education

  • BAAS, Anthropology & Behavioral Science, 1997 - University of North Texas

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2023-2024
  • Five Star Wealth Manager, 2014 - 2017

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

For the past few years, Clearfork Wealth Management has made contributions to a number of local charities that are meaningful to our clients. Please see our team website for details on those organizations.

I am actively involved in:

Interests

  • Cooking
  • Live music and playing guitar
  • Camp fires, camping and fishing
  • Keeping active with weight lifting, running and road-biking
  • Travel – I recently spent a month in Europe for my parents’ 50thanniversary and look forward to heading overseas again soon

Our Clients

The clients we are best suited to help are those who have already reached a level of success, but want to improve their financial situation or create a legacy. We strive to help bring value to clients’ lives by working together building a financial plan that may bring them a sense of peace and a belief that their family is taken care of. We know the legacy clients want to create means more than just where the money goes, but also what family values are passed on. We primarily work with financially successful individuals and families with $1M+ in investable assets. We look forward to working with you to design a plan that helps protect your wealth, while planning to maintain your lifestyle with confidence.