Intake Form – Individuals

Our pinnacle service is a family office solution that manages all aspects of your family’s wealth. We coordinate a tailored suite of services—from strategic investment management, retirement planning, and tax planning to legacy and philanthropic guidance—to simplify your financial life.

Our Tax Preparation and Planning Service provides a stepping stone for many clients to our family office service. With this service we will examine your current investment accounts to make investment and tax planning recommendations. This service is provided as a bridge that will allow us to demonstrate the value of our family office solution. If the family office solution is not a long term objective then our firm may not be the best fit for you.

At Clark and Cassidy we are committed to serving our clients holistically and look forward to working with our clients to solve all of their financial needs. While tax filing is usually an immediate need, it may not be the most impactful way that we can serve you. We appreciate your interest in our firm but we exclusively serve clients who desire a holistic relationship.