Patrick Clark is one of the founders of Innovative Wealth Managers and brings decades of experience in the financial services industry. He has worked for several institutional investment firms before he began his career as a financial advisor and this experience is instrumental to the success of his clients.
As a wealth advisor, Patrick believes that financial planning is the key to his clients' success. He works closely with clients to help them pursue financial independence through financial planning and wealth management. Patrick works with families, individuals and small businesses to help them accomplish their financial goals.
Although Patrick’s love of numbers and financial strategies originally led him to pursue a career in finance, he finds his purpose in helping people fulfill their dreams as a result of accomplishing financial goals. He enjoys building enduring relationships, interacting with all kinds of people, and is rewarded when his clients pursue their financial goals.
Patrick holds the Accredited Investment Fiduciary designation and the Professional Plan Consultant designation as well as FINRA Series 6, 7, 24, 65 and 66 licenses, state life and variable contracts certifications. Married, with four sons, Patrick remains an active participant in athletics including golf, skiing, fishing, biking, and running. He’ll try almost any outdoor activity, that is, when he’s not busy coaching his sons’ lacrosse and baseball teams.