Clark Asset Management, LLC

At the heart of Clark Asset Management + Associates, Inc. is a culture deeply rooted in family values and a steadfast commitment to the financial well-being of our clients. As a boutique investment portfolio management firm nestled in the foothills of the San Gabriel Mountains, we have established ourselves as a trusted family name through more than three decades of dedicated service. Since our founding in 1989, we have been driven by a singular mission: to help individuals, families, trusts, and small institutions achieve long-term financial success through a pragmatic and disciplined approach to wealth management.

We believe that true financial peace of mind comes from a relationship-driven approach where every client is known on a personal level. Our firm prides itself on being a friendly, family-oriented financial advisor that puts your individualized needs first. We understand that navigating the complexities of the market can be daunting, which is why we have developed a unique and realistic strategy focused on managing risk and striving for consistent returns. By crafting personalized portfolios utilizing the best strategies, we aim to free our clients from the worry of market volatility, helping them sleep better at night knowing their financial future is in capable hands. Whether serving clients locally in La Crescenta, across California, or nationwide, our team remains relentlessly dedicated to fostering wealth and protecting assets for generations to come.