How we work

We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Charitable Giving
  • Investments
  • Retirement Plan Distribution
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies

Awards & recognition

  • Michael Halloran, Forbes Best-in-State Next-Generation Wealth Advisors, 2020
  • Shawn D Smith, Forbes Best-in-State Wealth Advisors, 2018-2021
  • Shawn D Smith, Financial Times 400 Top Financial Advisers, 2017
  • Shawn D Smith, Barron’s Top 1,200 Financial Advisors, 2014-2019
  • Shawn D Smith, Ameriprise Circle of Success Hall of Fame, 2010
  • Shawn D Smith, Ameriprise Circle of Success Chairman’s Advisory Council Hall of Fame, 2000-2019
  • Shawn D Smith, Five Star Wealth Manager, 2012-2020

Community participation

For the past few years, Clearfork Wealth Management has made contributions to the following local charities that are meaningful to our clients:

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