Asset allocation is a key strategy in managing investment risk and pursuing investment objectives over time. Done correctly, asset allocation is the process of dividing a portfolio among a selection of core asset classes to balance risk with long-term growth potential.
At Solidarity Wealth, we employ strategic asset allocation in managing our clients’ portfolios. Take a moment to watch this video to understand why asset allocation is critical to investment success and how Solidarity Wealth can help you pursue your investment goals with confidence.
About Danny
Danny Clark has a passion for serving successful families and making a positive impact in their lives. With over a decade of experience in the financial services and banking industry, Danny creates personalized retirement and financial plans for families to help them achieve their financial and family goals throughout their life. Danny’s experience in serving some of Park City’s most established families along with the deep expertise and services of the Solidarity Wealth team allow Danny the opportunity to serve a growing number of successful families.
Prior to joining Solidarity Wealth, Danny served as a Wealth Advisor at another firm and before that spent 12 years at Wells Fargo in Park City as a regional private banker. At Wells Fargo, Danny was responsible for developing lifelong relationships with families, while developing tailored banking, credit, and retirement solutions to help his clients be successful in their financial journey.
Danny has his bachelor’s degree in business management and holds the Certified Private Wealth Advisor® designation. Danny and his wife, Lindsay, are Park City natives and they are raising their own family. In his free time, Danny is an avid golfer, and skier, and enjoys spending time with his family. To learn more about Danny, connect with him on LinkedIn.
Solidarity Wealth is a registered investment adviser. This material is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Solidarity Wealth and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Solidarity Wealth unless a client service agreement is in place.
