Patrick Clark,
AIF® Managing Partner, Innovative Wealth Managers Wealth Planning Strategist, RJFSWest Hartford: 10 North Main Street, Suite 216 | West Hartford, CT 06108
Monroe: 238 Monroe, Suite C1 | Monroe, CT 06468
Patrick Clark is a founder of Innovative Wealth Managers and brings decades of experience in the financial services industry to his work as a wealth advisor. Prior to becoming a financial advisor, Patrick gained valuable experience working with several institutional investment firms, giving him a broad perspective on investment management and the financial services industry. That experience continues to play an important role in helping his clients make informed financial decisions.
Patrick believes that comprehensive financial planning is the foundation of successful wealth management. He works closely with individuals, families, and small business owners to develop strategies designed to help them pursue financial independence, preserve and grow their wealth, and achieve their long-term financial goals.
While Patrick’s passion for numbers and financial strategies initially drew him to the financial services industry, it is the relationships he develops with his clients that have become the most rewarding part of his career. He takes the time to understand each client’s unique circumstances, priorities, and aspirations, and works to provide thoughtful guidance throughout the many stages of their financial lives. For Patrick, he believes success is measured not only by financial results, but by helping clients use their wealth to accomplish the things that matter most to them.
Patrick holds the Accredited Investment Fiduciary (AIF®) designation and the Professional Plan Consultant (PPC) designation. He also holds FINRA Series 6, 7, 24, 65, and 66 licenses, as well as state life and variable insurance licenses.
Patrick is married and has four sons. Outside of the office, he enjoys an active lifestyle and spending time outdoors, with a particular passion for golf, skiing, fishing, biking, and running. He also enjoys coaching his sons’ lacrosse and baseball teams and will gladly take on almost any outdoor adventure when time allows.
