Bert Clark

Estate & Business Planning Advisor


Estate Strategies Group (ESG) is a national network of advisors, specializing in estate and business succession planning. Wealth Management Advisors of ESG are experienced professionals focusing on high net worth families, professionals, and business owners.

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Bert Clark's approach is to assist individuals in identifying the core values, beliefs and legacy they want to perpetuate for themselves, their families and their communities. This is accomplished through a dynamic process of design, coordination, implementation and regular review of strategies aimed at achieving the goals and objectives of the client.

The planning process allows individuals to perpetuate those core values and beliefs, now and in the future, by consciously controlling the management and distribution of their wealth during their lives and after their death among heirs, charity and society.

Bert's objective is to help you gain clarity regarding your estate planning goals, discovering not only how you want to distribute your estate, but why. 

"My focus is on your values, not the value of your wealth. The planning we will do together will help ensure your values are the foundation of your estate plan."





Recent News with the Clark Team


October 2015 - The team of Bert Clark and the Northwestern Mutual Goodwin Wright group show their support against childhood cancer by wearing their "Go Harris Go" tshirts.  Harris is the 2 year old son of a client in Bert's practice, who is battling rhabdomyosarcoma which is a malignant tumor.  The proceeds from the Tshirts below supported Harris in his battle to fight cancer. Team member Madison is the 5th standing from the left on the bottom row. 

September 2015 - Berry College holds their Grand Opening of the new multi-sport stadium, which includes the Clark Track and Valhalla playing field.  Bert led the way in fundraising $750,000 to fund the new construction of the 8 lane track, which circles the new and improved Valhalla field.  Pictures below shows the ribbon cutting and celebration of both completed projects before Berry's first home football game of the season. 


Bert Clark and his wife Cathy are on the left standing next to other Berry College board members.

Bert is the third in from the right cutting the ribbon on opening day.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck