We have worked with Sam & Caroline at WEALTH Financial Consultants for about a year and a half, and they have been wonderful to work with. This was our first time working with a financial planner and they have guided us on how to set up long term financial growth/goals and starting to plan for retirement early, as we are on only 10 years into our careers. We also love attending our meetings in person with a regular special guest... Caroline's dog HUNTER! We highly recommend working with this smart and savvy team! 

Our prior financial planner was somewhat careless in his oversight of our portfolio. A number of small mistakes added up! Under Caroline, Sam and Clark Capital, our money is constantly under watchful, and more importantly experienced eyes.

Caroline and Sam are always a phone call away.

We have had the pleasure of working with Caroline and her staff for over 20 years. I originally met Caroline at an event that my employer hosted. I was so impressed with her holistic approach to personal finances. Over the years that we have worked together, I have found her to be an expert in her field, always looking for ways to evolve and grow the portfolio to achieve our family's goals. She is the perfect balance of accountability and a gentle push to ensure life long financial success!

We have been with Caroline for over 25 years. We met her when we were very late in starting to save for retirement.

Caroline met with us every 6 months, without fail, and had a strong plan for us to build our portfolio. She learned about our anxieties and goals with investing. Year after year we listened and followed her advice for reaching those goals and our portfolio grew.

We truly believe that without Caroline, we would not be enjoying the comfortable retirement we now have. It’s very nice to find a person that truly cares about your best interests and she has become a good friend.

We have been working with Caroline, Sam and Wealth Financial Consultants since 2010, and we need to say it has been a great experience. We left our previous advisors when we felt that we weren’t getting the follow up and advice needed to set us up for our retirement.

 With the continued guidance we have received from Caroline, Sam and the team we have been able to achieve our goals and now are on to enjoy retirement at an age where we can enjoy it. 

I must add that their prompt follow-up and support have not dropped at all since moving out of the metro area.  We both consider Caroline and Sam great financial advisors, great people and caring friends to assist us in a very important piece for our future.

Working with Caroline and Sam at WEALTH Financial has been nothing short of transformative. Before partnering with them, I was contributing to my 401(k) sporadically—now I have a thoughtfully constructed, diversified portfolio. They've guided me through every available strategy to maximize my savings and secure my financial future, giving me a newfound sense of confidence and control over my retirement planning. Caroline and Sam are incredibly hands-on and responsive—whether by phone or email, they’re always just a moment away. Although I live in Duluth, MN, their support feels as close and personal as if they were right next door. I wholeheartedly recommend them to anyone looking to take charge of their financial journey.