About Clark Wealth Management Group
Clark Wealth Management Group is a private wealth management practice built on long‑term investment discipline, continuity of leadership, and direct accountability for client capital.
We work with individuals and families who have accumulated meaningful wealth and prefer to work together with a team of experienced professionals across an array of market cycles.
Our philosophy is simple:
Capital should be managed deliberately, not reactively — and stewardship matters more than headlines.
Local Roots, Long-Term View
The Clark family has deep ties to South Texas, and Clark Wealth Management Group is proud to serve the Corpus Christi community. Our investment discipline is robust, analysis-driven, and long‑term in nature.
Clark Wealth Management Group
Merrell Clark, MBA, CFP
Senior Vice President/Investments
Samuel (Sam) Clark, MS, CFP, MPAS, AWMA
Associate Vice President/Investments
Our Team
Our client service team was handpicked for their objectivity and capabilities. They provide operational continuity, administrative support, and execution oversight to ensure a consistent, responsive, and professional client experience.
 From left to right: Michael Hogan, Client Service Associate; Merrell Clark, Senior Vice President/Investments; Samuel Clark, Associate Vice President/Investments; Catherine Peterson, Client Service Associate |
How We Work
We do not operate as product distributors or transaction‑based advisors.
We take responsibility for:
- Portfolio structure and allocation
- Risk management
- Tax‑aware investment decisions
- Long‑term oversight through full market cycles
We work collaboratively where appropriate, but we do not abdicate responsibility. Clients who work with us value clarity, restraint, and steady decision‑making over constant activity.
Asset allocation does not ensure a profit or protect against loss. Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.