LEIF CLARKE WEALTH MANAGEMENT, INC.

Overview

Leif Clarke Wealth Management, Inc. is an owner-operated advisory firm that manages wealth for individuals and families, with services extending to small businesses and institutional clients. The firm charges fees based on a percentage of assets under management and emphasizes equity exposure as its primary allocation preference. Its advisory scope centers on portfolio management rather than pension consulting or ESG-focused investing. Investment activity tilts toward exchange‑traded equities as the backbone of client portfolios, supported by separate managed account (SMA) capabilities and traditional pooled vehicles such as mutual funds. The firm also integrates insurance solutions into client planning, reflecting an affiliation with an insurance company and the explicit use of annuity products alongside investment assets.

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Public Holdings

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Location & Offices