Clear Mark Wealth Management

Clear Mark Wealth Management was a multi-family office based in Los Gatos, California. Established in 2012, the firm provided family office services including financial planning and investment management. Additionally, the firm offered access to a broad array of advisory services and provides estate planning, retirement funding, and divorce counseling services. The assets of the firm were managed by the executive management team. This firm is no longer in operation and is not actively tracked by PitchBook.