The Clearfork Financial Group of Truist Investment Services, Inc. The Clearfork Financial Group of Truist Investment Services, Inc.

The Clearfork Financial Group of Truist Investment Services, Inc.

5128 Apache Plume Rd

Suite 340,

Fort Worth, TX 76109-1540

Who we are

At the Clearfork Financial Group, we provide a high-quality wealth planning experience and exceptional client service. We focus on asset management in a way that is different than most, by managing the manageable while leveraging our experience to normalize the unpredictable. More importantly, we empower our clients to decide how we will interact, communicate and, ultimately, cultivate our personal and professional relationship.
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Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Mary Kay Elliott
Mary Kay Elliott
Business Development Officer
Brock Peters
Brock Peters
Business Development Officer
Michelle Dees
Michelle Dees
Registered Client Service Associate
Clients notice our difference after only speaking to us for a few minutes. We are focused on them and their families, not just their assets and net worth. We strive to understand what clients most value and help them build investment portfolios focused on what’s most meaningful. While our role may differ from client to client, our obligation is always the same: to focus on their best interests, while delivering superior service that exceeds their expectations.
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