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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

Hurricane Florence weighs on September Retail Sales gain
Jim Baird Wealth Management
Blog October 15, 2018 1 min read
Consumer sentiment slips moderately in October
Jim Baird Wealth Management
Blog October 12, 2018 1 min read
PMFA special commentary: “Why now?”
Jim Baird Wealth Management
Blog October 12, 2018 1 min read
Market perspectives
Jim Baird Wealth Management
Article October 12, 2018 4 min read