Planning for Medical Doctors, Business Owners, Retirement,
Estate & Trust, Tax Reduction Strategies & More
Planning for Medical Doctors, Business Owners, Retirement,
Estate & Trust, Tax Reduction Strategies & More
Clark & Company was founded in 2010 with a simple vision: to build a planning firm focused entirely on making a material and positive difference for our clients.
We are a boutique wealth management firm specializing in serving the needs of physicians, high net worth individuals, corporate executives, and businesses. When you choose Clark & Company, you are taking an important first step toward achieving your goals for financial success. We provide modern wealth management underpinned by a renowned tradition of service.
Clark & Company provides you with an array of customizable services, strategies, and products, tailoring a wealth management plan to help you meet your specific goals. We recognize that no two clients are alike and no two goals the same. At Clark & Company, it's your vision and our plan. We're in this together.
Our trust, fierce integrity, and judgment form the cornerstone of our firm and permeate everything we do. We work in close consultation with your attorneys, accountants, and business managers to understand your complete financial picture, then provide tailored advice and solutions based on your unique circumstances. We'll dig deeper and go further. Your vision needs a plan.
At Clark & Company, we can afford to be precise. We work hard to maintain an advisor-to-client ratio that allows us to provide only the highest level of service. Clark & Company is committed to a concierge model; we'll work with you to understand your vision and then work harder to build the plan that will help you get there.
Clark & Company understands that everyone has different aspirations and no two dreams are the same. Where do you want to go? How can we help you get there?
At Clark & Company, good business is a matter of great relationships. We'll take the time to get to know your unique circumstances and then build out a comprehensive solution that will evolve with your ever-changing life.
We get it. Now, we'll work together to make it happen.
Your vision and our expertise – it's a potent combination and a plan for realizing your goals. At Clark & Company, service is paramount. It's why we're selective in building both our employee and client bases. Your goals need attention; your vision requires a plan.
We know that no two journeys are alike, and no two lives unwind the same way. Our comprehensive solutions will be tailored to your needs and flexible enough to evolve as you do.
At Clark & Company, we work for our clients, with our clients. Your Vision. Our Guidance.
At Clark & Company, our purpose is straightforward: to protect, grow and preserve your wealth. We start with a deeply rooted investment culture and combine that with insightful wealth planning, exemplary service, and fierce integrity to give you the most thoughtful and comprehensive long-term wealth management experience possible. Our clients require comprehensive, integrated, and objective advice. We scale our services to meet the variety of our clients' needs.
It starts with a conversation. Before a solution can be formed, we get to know you, your family, your goals, finances, dreams, and fears. Everything we do and incorporate into your personalized financial plan is rooted in an active listening process. Your sense of security is of utmost importance to us.
Most importantly, we seek to leverage our understanding of your needs and your situation to stay several steps ahead of your needs. We want to answer your questions before you think to ask them and provide pre-emptive solutions to challenges that you haven't even identified yet. By working closely alongside you over time, we hope that you will eventually come to rely on us as a true partner.
Our mission is to deliver a comprehensive, integrated approach to help clients manage their financial lives and make the best use of their resources.
Craig S. Clark, CFP® - President
Craig is President of Clark & Company Wealth Management, LLC and a Registered Principal with Lincoln Financial Securities Corporation. After learning the financial planning business in a junior administrative role with Conway Financial Services, Craig developed his own client base from the ground up, eventually starting Clark & Company in 2010.
Craig holds a Bachelor's degree in Finance from Canisius College and a Master's degree in Economics from the State University of New York at Buffalo. Additionally, he holds FINRA Series 7, 24, and 63 securities licenses and a NY Life, Accident, and Health license. In addition, Craig is a CERTIFIED FINANCIAL PLANNER™ practitioner.
He is a member of several organizations, including the Financial Planning Association of WNY (Past President), the WNY Venture Association, and serves on the boards of the Financial Counselors of WNY and Fox Run – Orchard Park. He also serves on the Editorial Review Board of the Journal of Financial Planning as well as the Practice Management and Risk Management Advisory Committees of Lincoln Financial Securities. He has been quoted in Buffalo Business First and has written commentaries for The Buffalo News and WNY Physician magazine.
Craig and his wife, Laurie, live in Elma, NY with their three children.
Mike Muffoletto, CFP® - Vice President
Mike is a Wealth Manager and the Director of Business Services at Clark & Company Wealth Management, LLC and a Registered Representative with Lincoln Financial Securities Corporation. His diverse client base includes affluent investors, corporations, and small business owners.
As Director of Business Services, Mike established the Clark & Company Wealth Management | Corporate Suite in 2022 utilizing the experience he has gained working with businesses across the country to partner with business owners and decision-makers of all sizes.
Mike holds a Bachelor’s degree in Marketing with Honors from Saint Bonaventure University, where he graduated Summa Cum Laude. He holds FINRA Series 6, 7, 63, and 65 securities licenses and a NY Life, Accident, and Health license.
Mike is currently an assistant varsity wrestling coach for St. Francis High School and holds a seat on the St. Francis High School Board of Alumni.
Mike lives in Hamburg, NY. He enjoys traveling, mountain hiking, camping, and spending time on the water.
J. Scott Birkby, CFP® - Wealth Manager
Scott is a Wealth Manager at Clark & Company Wealth Management, LLC and has been a Registered Representative of Lincoln Financial Securities since 1998. He has over forty years of experience, having previously worked at New York Life.
Scott holds FINRA Series 6, 7, 22 and 63 licenses as well as a NY Life, Accident & Health License. Scott is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Working to help his clients achieve their goals, he is deeply committed to serving in the best interest of his clients. This is evidenced by the fact that the vast majority of his current clients are the children, grandchildren, and great-grandchildren of his original clients.
Over the years, Scott has been very active in his community. He has coached football and soccer, as well as acting as a youth sports commissioner. He has also served on many committees for his local school district. His hobbies include ham radio and astronomy.
Scott and his wife Renee live on their farm in Darien, NY with two of their sons. They also have a daughter and another son, both married.
N. Clifford Nelson – Wealth Manager
Cliff is a Wealth Manager at Clark & Company Wealth Management, LLC and a Registered Representative with Lincoln Financial Securities Corporation with over 40 years of experience in the financial services industry. Before joining Clark & Company, Cliff previously served as the Manager of New Ventures at Marine Midland Bank, Manager of Investment Services Division at Fleet Bank and then, Director of Investments for The Jacobs Team.
Cliff graduated from the University of Pennsylvania with a Major in Economics and the Graduate School of Credit & Financial Management at Williams College. He holds FINRA Series 6, 7, 63 and 65 securities licenses and a NY Life, Accident & Health license.
Over the years, Cliff has developed rich relationships with his clients and has built a service model focused on educating these clients, leaving them confident in both the work he is doing and their own growing acumen.
Cliff and his wife, Beth, live in Orchard Park. He is active in a variety of ministries at Revive Wesleyan Church and spends as much time as he can with his wife, 4 children, and 10 grandchildren.
Tracy Adam-Hinphy - Administrative Representative
Tracy joined Clark & Company Wealth Management in January 2018 as an Administrative Representative. Tracy is responsible for managing client relationships and maintaining client records. She is available to assist when establishing new accounts, maintenance on existing accounts, setting up distributions, and assisting with the transfer of assets.
Tracy has over 20 years of experience in the financial services industry, spending the majority of her career as a client relationship consultant at TIAA, a Fortune 500 company.
Tracy is a graduate of the State University of New York College at Oneonta, where she received a Bachelor of Arts degree with a dual major in Business Economics and International Studies. Tracy holds her Series 7 and 66 FINRA licenses, as well as NYS Insurance Life, Accident & Health.
Tracy and her husband, Patrick, live in Orchard Park with their three children. Aside from the busy lifestyle of having three active kids, Tracy and her family enjoy camping, skiing, and attending sporting events.
Our clients are our first responsibility. We value the trust clients have bestowed upon us and work hard to cultivate lasting, long-term relationships. We do not take our clients' business for granted, nor do we settle for merely doing what is expected of us. By understanding client needs and offering the best possible service, Clark & Company forges a time-tested bond between the firm and our clients.
Our reputation with our clients, our community, and the financial industry is to be protected at all costs. When integrity or trust is ever called into question, the outstanding reputation that one has spent many years building is difficult to restore. Our clients trust us with intimate personal information, and we must protect that confidentiality and trust at all times.
Our greatest assets are our human and intellectual capital. The lifeblood of the firm goes home every night, and it is our responsibility to foster an environment that encourages creativity, collaboration, and entrepreneurial activity.
We hire only the best people for the job. At Clark & Company, our clients are precious resources. It would only follow then that we would be especially demanding in the individuals we let work with them. Clark & Company hires only the best and the brightest.
We demand loyalty and high ethical standards from our people at all times. Ethics are not an option. At Clark & Company, they're ritual. Our employees' actions not only affect themselves but also reflect on their co-workers and the firm as a whole. This standard not only applies to business dealings but extends to their personal lives as well.
"Good firms worry about the competition.
Great firms worry about their clients."
Former Secretary of Treasury
Clark & Company is currently looking to grow aggressively and is seeking highly qualified applicants. We update our website regularly with new openings and encourage you to check back periodically.
If you see a current opening of interest, we invite you to submit a resume for review.
Don't see a current opening but think you would be a good fit? Email us! email@example.com and tell us why.