The Financial Architects Wealth Management LLC
We’re passionate about providing you with retirement strategies and solutions that help protect your future. Working together, we can customize a strategy that meets your personal and business needs, while helping you navigate a complex financial world.
We work with you to evaluate your income, expenses, liquidity needs, and retirement goals and craft a retirement strategy that’s unique to your situation. We are dedicated to helping you achieve financial independence by incorporating your retirement income into all pieces of your financial strategy.
We want to empower you to achieve financial independence by helping you:
- Implement strategies to grow assets
- Maximize your Social Security benefit
- Minimize market risk
- Learn tax-advantaged strategies
- And, more!
Making strong commitments to you and building lifelong relationships are tenets of our success.
Denita Clark CEO & Registered Investment Advisor
Denita Clark is an Investment Advisor with The Financial Architects Wealth Management LLC and a Managing Partner with The Financial Architects. Denita brings with her 20 years of experience and provides insight into how clients can save more and build their wealth, minimize taxation as well as, protect their families and their assets. This is often done by constructing a portfolio of investments that are well suited to the client’s risk tolerance, age and time horizon. She also reviews a client’s income, marital status, indebtedness, or savings in order to gather a solid understanding of a client’s situation and needs.
Denita is big on educating and empowering others. She has repeatedly been asked to speak to students and educators in Corona Norco Unified School District. She believes that financial literacy allows an individual to make informed and effective decisions. With financial resources and understanding basic financial concepts, this would allow people to navigate in the financial system. She’s convinced that with appropriate financial literacy training, people make better money decisions and manage finances better than those without such training.
Helping to make people become financially literate is not the only thing that gets Denita moving everyday. Being an Alumni of The Ohio State University and a player of various sports, she loves watching her Buckeyes. She is married, has two children, needless to say, this formula leads to a very busy home life.
In closing, Denita simply wants to assist people with becoming financial free and assist them with making informed and educated decisions, so they can lead their best life.
Neil Clark Insurance Consultant
Cornelius “Neil” Clark, has 17 years experience as an Insurance Agent and a protection strategist. He also educates clients, whether they’re individuals or businesses, on the benefits of using insurance as an estate planning tool or establishing retention packages for executives and upper management. Mr. Clark prides himself and is extremely passionate about sharing his knowledge about this often forgotten and overlooked piece of building a solid financial plan and foundation.
Neil Clark has worked in various parts of the financial industry and has been keynote speakers at different events, but the one event he is most proud of is when he spoke to a group of students at Etiwanda High School in Rancho Cucamonga, CA. His time there opened his eyes on the importance of educating our children in the early stages of life regarding financial concepts, so that when you know better, you can absolutely do better.
Although Mr. Clark is driven by his work, but his main driving force is his family. He spends his time attending the various sporting events of his children, attending the gym and catching up on sports highlights.
Knowing Mr. Clark’s attitude towards his profession, he is service driven and want people to know that planning for your future is going to be bigger than you thought, it’s going to happen quicker than you think and be more rewarding than you ever dreamed of, so take action today.
Strategic Alliances
MICHAEL BINGER, CFA®
President
Gradient Investments, LLC
JEREMY BRYAN, CFA®
Portfolio Manager
Gradient Investments, LLC
Keith Gangl, CFA®
Portfolio Manager
Gradient Investments, LLC
This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.