Marc Clark

Marc Clark helps families, business owners, and people approaching retirement connect the financial decisions that shape their lives. His work brings insurance, investments, retirement income, and long-term priorities into a plan that can change as life does.

For business owners, Marc pays particular attention to what happens beyond the company. A business may be a family’s largest asset, but it should not be their only path to financial well-being. He helps owners think through how to build wealth outside the business, prepare for the income they will need someday, and make decisions that support both the company and the people who depend on it.

Marc knows how consuming those decisions can be. Before becoming a financial advisor, he served as an operating partner in several businesses with equity participation. That experience gives him a practical appreciation for the demands on an owner’s time, capital, and attention.

Marc and Jay Limas founded SCALE Wealth Advisors around clear conversations and personal involvement. Marc listens first, explains the trade-offs, and helps clients take the next step with a better view of the whole picture.