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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

Consumer sentiment slips to lowest level this year
Jim Baird Wealth Management
Blog August 17, 2018 1 min read
Market perspectives
Jim Baird Wealth Management
Article August 17, 2018 4 min read
Construction, the economy and the outlook for Michigan
Jim Baird Wealth Management
Podcast August 16, 2018 9 min listen
Retail sales up strongly in July
Jim Baird Wealth Management
Blog August 15, 2018 2 min read