Team profile

Personalized financial and investment strategies

 Let us help you build and preserve your wealth with a personalized investment strategy. With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. Our goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? We’re happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

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, Forbes Top 250 Wealth Advisors, 2021
  • 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, 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: