Life is always changing. But we strive to be a stable and consistent source of advice you can count on.
At The Garvey-Clark Wealth Management Group, we’re an experienced team of caring wealth managers who deliver the advice and resources we believe you need today to help navigate life and its inevitable transitions. Through purposeful financial planning and investing, we provide clarity and direction that can help you make better decisions for your life, your family, your business and your financial world—no matter what the future may hold.
Whether your goals involve the multigenerational transfer of assets, the sale or succession of a privately owned business, a fulfilling retirement—health and wealth—or the care of aging parents, our team is prepared to help see you and your loved ones through. Because we’re committed to being here for the long haul, we’ll create a comprehensive plan and a disciplined strategy we’ll implement together. For us, it’s about helping you enjoy life today—and tomorrow. Life is always changing. But we strive to be a stable and consistent source of advice you can count on.
John Garvey and Matthew Clark have been recognized as industry leaders
- John Garvey, Forbes Best-In-State Wealth Advisors, 2018, 2019
- John Garvey, Barron's Top 1,200 Financial Advisors, 2014, 2019
- John Garvey, Barron's Top 1,000 Financial Advisors, 2013, 2012, 2011, 2010, 2009, 2008
- John Garvey, Financial Times 400 Top Financial Advisers, 2013, 2019
- Matthew Clark, UBS “Top 35 Under 35”, 2014
Business sale and succession planning
In our practice, we’ve found that many business owners may focus more on the transaction than planning their personal exit. A sound estate planning strategy may help reduce your taxable estate. Many may not have prepared themselves emotionally for taking this major step. We help business owners, early-stage founders and their families minimize risk and optimize their sale.
We understand the emotions that come with owning, growing and finally deciding to step away from your business—the biggest investment of your life. That’s why we work with you and your family throughout the decision-making process to help you develop a personalized plan for managing the transition, whether by succession or exit. Our early-stage involvement and planning conversations enable us to access and deliver all of the resources you need—from within and outside of UBS—to support your business goals as well as long-term wealth preservation and tax planning concerns.
Based on our many client relationships with grandparents, parents and their children, we believe family is at the core of what’s important to them. As a multigenerational team ourselves, our experience spans decades and each of us has gained knowledge that has shaped our perspectives about planning and investing. We want you and your family members of any age to benefit from our generational approach.
Our planning process begins with deep discovery conversations that will fully identify your priorities, goals, concerns and values—all factors that can help prepare the next generation for the responsibilities of carrying on your legacy—and building their own. First and foremost, you’ll find that our advice is based on much more than assets, but on people and how we can work together to help them take care of those they love.
Relationships built to last
Why do our clients choose to work with us? We believe they feel understood, cared about and important to us—and they are. They also know that we share many of the joys and challenges they face each day as they run businesses, raise families and plan for a fulfilling future. And, should life introduce new circumstances or a change in direction, they are confident that we’re prepared to travel that road with them.
From our commitment to investor education to becoming your phone call of choice when you need guidance, a solution or even a patient listener, we are a truly collaborative team that will help you pursue the goals you have for your life, your family, your business and your finances. It’s what we believe our clients need today, and always. Advice. Beyond investing.