About the Speaker

The Clarke Group is an experienced wealth management team with over 25 years of investment management guiding high net worth individuals and families throughout all stages of their financial lives. Jim and Britta help their clients articulate their priorities and create strategies to pursue them. They utilize Merrill’s proprietary software to construct a viable wealth management plan for each client, and they implement customized portfolios to help clients realize their stated goals.In addition to portfolio management, Britta and Jim advise on retirement income planning, life and health insurance, and trust and estate strategies. They also provide their clients with access to the full array of banking and lending solutions through Bank of America. Jim and Britta leverage their diverse backgrounds to serve a sophisticated clientele, among them members of the LGBTQ+ and German-American communities.