Mike Clark
Wealth Advisor @Avior Wealth Management, Llc
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WORK HISTORY
Wealth Advisor @Avior Wealth Management, Llc
Salt Lake County, UT, US
Protection Point Advisors was acquired by Avior Wealth. I continued through the transition and now serve clients and strategic partners as part of Avior.I help clients visualize and understand the tradeoffs between risk and reward, so they can stop asking: “Why is the market beating my portfolio?”We use a simple 4-step process to replace vague labels like “moderately conservative” with a clearer picture of how a portfolio is positioned and why.Through the National Referral Network and strategic partnerships, I can assemble a coordinated team of trusted professionals around what the client actually needs, whether that’s planning, tax strategy, estate work, business formation, or exit planning.If you want to learn more about our education-first approach or go through the no-cost 4-step process, send me a message, and we can schedule a 15-minute virtual coffee.Avior Wealth Management, LLC (“Avior”) is a Registered Investment Advisor.
EDUCATION
Westminster College
Master's degree
Washington State University
Bachelor of Science - BS
ABOUT MIKE CLARK
Let\'s be honest: the financial services industry is a red ocean of mediocrity. Most advisors are just product salespeople in disguise, and their \"holistic advice\" is a marketing slogan, not a business model. They are not incentivized to talk to each other, and that silence is costing you a fortune. Your CPA files your taxes. Your wealth manager picks investments. Your attorney drafts documents. They all stay in their lane. But who is looking at the entire chessboard? Who is ensuring your tax strategy, business structure, and personal wealth plan are all working together to maximize your exit value? If the answer is \"nobody,\" you have a problem. I didn\'t start my career in this broken system. I started out selling medical devices and later raised $42 million for a handful of startups. I was in the trenches with business owners, and I saw the damage firsthand: smart founders paying hundreds of thousands in avoidable taxes, leaving millions on the table at exit, and getting conflicting advice from a team of \"experts\" who had never even met. I couldn\'t stand by and watch good people get bad outcomes. So I built the solution I wish they\'d had. I don\'t sell products. I build and lead a dedicated financial team for your business. I act as the single point of contact—the quarterback—who brings together a curated team of specialists to execute a unified strategy. My network is deep, and I deploy the right experts for the right problem: • For Cost & Overhead Reduction: I deploy specialists who surgically remove the 3-10% of profit most companies unknowingly bleed in hidden vendor and operational costs. • For Aggressive Tax Strategy: I bring in elite tax strategists to build proactive mitigation plans that go far beyond what a typical CPA provides, often saving clients six figures or more. • For Building a Sellable Asset: I engage experts who specialize in transforming your business from a job into a valuable, transferable asset, ensuring you are ready for a premium exit. • For Tax-Efficient Exits: When you sell, I quarterback the process with specialists who structure sophisticated strategies to defer capital gains and protect your legacy. This model isn\'t for everyone. It\'s for business owners who are done with the runaround and ready for a real, integrated strategy. If that\'s you, email me. I\'ll send you my calendar link to schedule a call. Let’s simplify the picture together. m••••••••@avior.com Investment advisory services provided by Avior Wealth Management, LLC, an SEC registered investment adviser.
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