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Headshot of Phil Clark

Phil Clark

Relationship Manager, CFP®, CPWA®
Southfield

Experience

I specialize in holistic wealth management, helping clients build, implement, and monitor their financial wealth strategies. As our clients' personal CFO, I advise them on planning for personal finances, investment management, charitable giving, education, retirement, income taxes, and multigenerational estate considerations.
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Specializes In

My family and I love to ski. If I'm ever walking with a limp or have an injury, there’s a good chance I recently made a visit out to Colorado.

Additional Thoughts

CPI unchanged in January, falling to 1.6% over past year
Jim Baird Wealth Management
Blog February 13, 2019 1 min read
Did the government shutdown have an impact on the economy?
Jim Baird Wealth Management
Blog February 7, 2019 1 min read
How has the outlook for equities changed in the past year?
Jim Baird Wealth Management
Blog February 7, 2019 1 min read
Jobless claims declined by less than expected last week
Jim Baird Wealth Management
Blog February 7, 2019 1 min read