Wm. Linc Campbell, CFP, APMA, BFA - Clearfork Wealth Management

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Wm. Linc Campbell, CFP, APMA, BFA - Clearfork Wealth Management Private Wealth Advisor, Managing Partner with Clearfork Wealth Management

Clearfork Wealth Management
A private wealth advisory practice of Ameriprise Financial Services, LLC

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The difference between a good exit and a great one often comes down to structure: how the deal is taxed, how proceeds ar...
10/22/2026

The difference between a good exit and a great one often comes down to structure: how the deal is taxed, how proceeds are managed, and how the transition is timed. As the team's specialist in business exit planning, I help owners look past the headline number to the after-tax, after-transition reality, so the sale actually funds the life they're planning for.

https://bit.ly/4jBXRKn

The first conversation is not an audit, and it does not start with what you own. It starts with what you are trying to d...
10/20/2026

The first conversation is not an audit, and it does not start with what you own. It starts with what you are trying to do, who depends on you, and what you are worried about at two in the morning.

Dividing assets in a divorce isn't just about matching dollar values; it's about understanding how each asset behaves, f...
10/15/2026

Dividing assets in a divorce isn't just about matching dollar values; it's about understanding how each asset behaves, from liquidity to tax treatment to future growth potential. Kaden Millard helps clients look past the surface-level split to understand what they're actually walking away with.

https://bit.ly/4dJ5ISK

This month, we are proud to support The American Red Cross. From disaster relief to blood drives, their work brings help...
10/14/2026

This month, we are proud to support The American Red Cross. From disaster relief to blood drives, their work brings help and hope to communities when it’s needed most.

Real estate is settled under the law of the state where it sits, not where you live. A second home across a state line c...
10/13/2026

Real estate is settled under the law of the state where it sits, not where you live. A second home across a state line can mean a separate probate process there, running alongside the one at home. Solvable in advance, expensive to discover later.

A well-drafted estate plan is only part of the equation. Families who have open conversations about values, expectations...
10/08/2026

A well-drafted estate plan is only part of the equation. Families who have open conversations about values, expectations, and financial responsibility tend to see wealth endure across generations far more successfully than those who leave the details to be discovered after the fact. Ryan Fisk helps families build both the financial plan and the framework for those conversations.

https://bit.ly/4icSUFJ

A great turnout for a great cause. Thank you to our team, families, friends, and clients (and their dogs) who joined us ...
10/07/2026

A great turnout for a great cause. Thank you to our team, families, friends, and clients (and their dogs) who joined us for the Tarrant County Heart Walk on September 26th. We're proud to support the American Heart Association here at home.

Between the day the paychecks stop and the day required distributions and Social Security begin, many people sit in the ...
10/06/2026

Between the day the paychecks stop and the day required distributions and Social Security begin, many people sit in the lowest bracket they'll see again. It's a narrow window and it closes on a schedule. What happens inside it can shape decades of tax bills.

From when to claim Social Security to how to sequence withdrawals across accounts, many of the biggest retirement income...
10/01/2026

From when to claim Social Security to how to sequence withdrawals across accounts, many of the biggest retirement income decisions are effectively permanent once made. Erin specializes in helping clients think through these choices carefully, so the decisions that shape decades of retirement income are made with a full picture, not guesswork.

https://bit.ly/4B0XrDN

Original estate documents, and any paperwork that proves who is allowed to act on your behalf. Deeds and titles. Records...
09/29/2026

Original estate documents, and any paperwork that proves who is allowed to act on your behalf. Deeds and titles. Records that establish what you paid for something you still own, including improvements to a home, because that number matters long after you have forgotten it. Those are the ones worth a fireproof box and worth telling someone about. Most other paperwork can be requested again from whoever issued it, though that is worth confirming before anything leaves the house.

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5600 Clearfork Main Street Ste. 460
Fort Worth, TX
76109

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