Similar to our clients, Clement Street Capital’s goal is to develop, manage, and preserve wealth. By working side by side with our clients, a partnership is formed to help them achieve their financial goals. Personal financial objectives are created and defined through a very detailed approach to risk management. The wealth management process begins with this foundation, and continues to grow and adapt as life’s priorities change.
Clement Street Capital was formed in 2012, by partners Adam Smolich and Mark Doyle, as a fee-only registered investment advisor. Adam has provided full financial planning services to high net worth individuals and their families for over 20 years. With more than 30 years in the financial industry, Mark has a seasoned, experienced approach in identifying investments that best fit his clients’ needs.
The firm believes wealth management planning should be consultative, customized, thoughtful and deliberate without conflicts of interest. The firm has built long-term relationships with clients grounded on sound principles and outstanding client service. As your wealth advisor, we will assist in all aspects of wealth management by providing the experienced advice and financial expertise required to achieve your goals.