Laura Clark-Brown is a Private Wealth Manager at JWC Wealth Management with more than 20 years of experience helping individuals and families clarify their financial goals and build strategies designed to preserve and grow their wealth over time. She founded Successful Equity Management, Inc. in August 2000 and built her practice on a disciplined work ethic, attention to detail, and a strong commitment to client service.
Laura has been affiliated with J.W. Cole for approximately five years and now works as part of the JWC Wealth team, where she combines her independent, client-first approach with the expanded resources, technology, and support of a larger firm. Her primary role is to serve as a trusted financial coach—helping clients coordinate the many moving parts of their financial lives and ensuring that each decision supports their long-term objectives.
Her practice is especially focused on retirees and individuals approaching retirement who are concerned about income planning, portfolio management, and the preservation of their wealth. Laura works closely with managed account providers such as Clark Capital and has extensive experience with annuities, distribution strategies, and required minimum distribution planning. She is known for regularly reviewing client strategies and making thoughtful adjustments as goals, markets, and life circumstances change.
Clients often describe Laura as steady, direct, and genuinely caring. Many have worked with her for years and across generations, taking comfort in her experience, responsiveness, and service-oriented approach. By joining JWC Wealth, Laura has intentionally surrounded her clients with a broader team of planning, service, and operational professionals—ensuring consistent support and clear communication without losing the personal relationships she values.
Laura was born in Cincinnati, Ohio, and has resided in Michigan since 1992, where she maintains her primary office. She is married, has two adult children, and is a proud grandmother of five. Family plays a central role in how she views planning and legacy. Outside of work, Laura enjoys spending time with her family, traveling, and continuing to learn through platforms like MasterClass.