Clark Nuber Wealth Management

Clark Nuber Wealth Management is a registered investment advisor based in Bellevue, Washington, operating as a wholly owned subsidiary of the Certified Public Accounting firm Clark Nuber P.S. Rather than directly managing investments or providing ongoing financial planning, Clark Nuber Wealth Management serves solely as a referral provider. The firm meets with clients to discuss their investment needs and goals, and then recommends that clients independently engage Freestone Capital Management to handle their actual investment portfolios and advisory needs. When a client chooses to hire Freestone Capital Management, Clark Nuber Wealth Management receives a referral fee paid directly by Freestone Capital Management as a percentage of the fees collected from the client. Because of this arrangement, Clark Nuber Wealth Management has a financial incentive to recommend Freestone Capital Management over other options. The firm does not manage client accounts, trade securities, vote proxies, or provide ongoing supervision, leaving all ongoing investment management and custodial responsibilities entirely to Freestone Capital Management or the client's chosen custodian.