Clarfeld Financial Advisors is a nationally recognized wealth management and multi-family office firm specializing in comprehensive financial planning and investment advisory services. With decades of experience in the financial services industry, Clarfeld caters to high-net-worth individuals, executives, and families, providing personalized guidance to help them preserve and grow their wealth. The firm blends in-depth financial planning with sophisticated investment strategies, emphasizing a long-term, holistic approach tailored to each client’s unique needs and life goals.

Clarfeld uniquely integrates tax, estate, philanthropic, and risk planning within its wealth management services, offering a seamless and coordinated experience across all financial affairs. Their team is composed of experienced CPAs, CFPs, attorneys, and investment professionals, ensuring clients benefit from expert multidisciplinary advice under one roof. Clarfeld is also recognized for its in-depth family office services that handle trust administration, generational wealth planning, and complex cross-border issues.

Committed to maintaining deep, lasting relationships, Clarfeld emphasizes transparency, fiduciary responsibility, and high-touch service. As part of Citizens Private Wealth, the firm combines boutique attention with the strength and resources of a leading financial institution.

Website: https://www.clarfeld.com/

Key Services:

– Comprehensive Wealth Management
– Personalized Financial Planning
– Investment Advisory Services
– Tax Planning and Preparation
– Estate and Legacy Planning
– Philanthropic Planning Services
– Risk Management and Insurance Review
– Multi-Family Office Services
– Executive Compensation and Business Succession Planning
– Trust and Fiduciary Services