the polk wealth management group

accounting and consulting firm. We've been serving the Bay Area's emerging and mid-cap businesses assurance, tax, business consulting, and wealth management with over 50 committed partners leading these groups. Our industry experience covers

successfully managing the personal wealth of private clients in Silicon Valley and the Bay Area. ClearPath's wealth management plan group of clients. Our investment initiative is based on the belief that a global, risk-managed approach delivers the in order to form a complete wealth management and investment plan.

and management, having worked with educational institutions, health and human service agencies, museums, arts groups, strategic changes in mission, board leadership, management, and fundraising. The team at Robert Glavin has a wealth of knowledge and experience to their clients. Robert Glavin himself teaches at the