Clearfork Wealth Management

Heart health impacts so many families, including members of our own team. That's why we're proud to participate in the 2026 Tarrant County Heart Walk in support of the American Heart Association.

On September 26, we'll be walking together to raise awareness, support heart health, and strengthen our community. We'd love for you, your family, and your friends to join us.
No fundraising requirement. Just a meaningful morning spent making a difference together.

Join Team Clearfork Cares for Hearts and walk with us.

https://bit.ly/4dkfSsv

Helen's positive attitude, friendly smile, and commitment to serving our clients make a difference every day. We hope you have an incredible birthday and a fantastic year ahead, Helen!

A successful exit isn’t something that happens at the closing table. It comes from years of preparation. Linc Campbell works with business owners well before a sale is on the horizon, structuring the financial and tax picture so that when the right offer comes, they’re ready to take it.

https://bit.ly/4yotIm1

A portfolio answers one question: what are you invested in? A plan answers the harder ones. When do you retire, and what does that cost? What happens to the business? Which account do you draw from first, and what does that do to your tax bill? Returns matter, but they only matter in the context of what you're trying to fund. The plan is what tells you whether the return was enough.

https://bit.ly/4r0c1qj

This month's You Killed It Award belongs to Deanna! From her commitment to our clients to the care and consistency she brings to everything she does, Deanna exemplifies what it means to go above and beyond. We're thrilled to celebrate this recognition alongside her transition into the Lead Advisor role. Congratulations, Deanna!

Tax laws change. Families change. Business structures evolve. That clause you agreed to in 2011 may not reflect the people, or the wealth, you have today.
We find that most clients who come to us with an existing estate plan haven't revisited it in five years or more. Sometimes the document outlives the advisor who wrote it.
Your estate plan should reflect your life as it is now, not as it was.

If it's been a while, let's take a look together. → www.clearforkwealthmanagement.com

The most impactful philanthropists we know didn't accidentally create lasting legacies. They designed them.
Whether it's a donor-advised fund, a family foundation, or charitable strategies baked into your estate, the structures exist to make your giving go further, last longer, and reflect exactly what you care about.
Doing good and doing it well aren't in conflict. They belong together.

Let's talk about what's possible. → www.clearforkwealthmanagement.com

Happy Birthday, Jason! Wishing you a fantastic day and another year of success, happiness, and great memories.

This month's charity winner is Mission Arlington/Mission Metroplex! Thank you for the hope, help, and encouragement you provide to countless individuals and families throughout our community.

For most business owners, the company is the largest asset on the balance sheet... and the one most likely to lack a succession plan.
Who takes it over? At what valuation? On what timeline? With what tax structure? These aren't questions to answer in a hurry.
We work with business owners long before the exit to build the structures that make transition orderly, profitable, and intentional.

www.clearforkwealthmanagement.com