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

Home
United States
Fort Worth, TX
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

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

11/03/2026

Most people assemble a team one professional at a time, years apart, for unrelated reasons. Each one does good work inside their own lane and none of them sees the whole picture. We ask who else is involved because a plan built without knowing what the other two are doing is a plan with guesses in it.

10/29/2026

Your equity compensation package doesn't come with an instruction manual, and the decisions around them (when to exercise, when to sell, how to manage concentration risk) have real tax consequences. Trey Elsesser works with executives, tech employees, and business owners to turn a complicated compensation package into a coordinated strategy.

https://bit.ly/4ibEjLR

10/27/2026

When you hold securities directly, the answer is a list of actual businesses. You can look at the names, recognize the products, and know what you have a claim on. That transparency is part of why we build portfolios this way. It also makes every other conversation easier, because we are talking about specific things rather than a category.

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

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.

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

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.

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.

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

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.

Address

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

Website

http://ameripriseadvisors.com/william.l.campbell

Alerts

Be the first to know and let us send you an email when Wm. Linc Campbell, CFP, APMA, BFA - Clearfork Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.