Clapboard Hill
    • Home
    • About
    • Team
    • Insights/Strategies
    • Advisors
    • Contact
    • Client Access
    Client Log-In
    Clapboard Hill
    CLIENT ACCESS

    BOUTIQUE PRIVATE WEALTH MANAGEMENT

    Our Story
    Watch Video

    Trusted Wealth Management in Westport CT

    THE CLAPBOARD HILL PRIVATE WEALTH DIFFERENCE

    What Distinguishes Clapboard Hill?

    We believe that clients now, more than ever, demand an objective approach in evaluating their investment portfolio and helping them plan for the future of their family. We have established Clapboard Hill Private Wealth to be a boutique private wealth management firm helping meet those needs. As independent fiduciaries, we are structured to provide customized and professional financial advice and guidance.

    We hold our trusted client relationships with the utmost esteem and always make sure we develop a mutual “good-fit” when taking on a new relationship.

    Large investment firms typically only look at the accounts they manage. At Clapboard Hill Private wealth, we advise on all aspects of your financial life.

    Being long-term members of the local community, we understand the local lifestyles and the demands and values of our clients.

    With no proprietary financial products to promote, we are completely agnostic, guiding you only toward investments and decisions that align with your personal objectives.

    THE CLAPBOARD HILL PRIVATE WEALTH PROCESS IS MORE SOPHISTICATED & CONSTANTLY EVOLVING.

    Understanding the Difference.

    chart_rev

    THE EXPERIENCE AND RESILIENCE TO NAVIGATE YOUR WEALTH THROUGH ALL ENVIRONMENTS.

    Unwavering Advice & Guidance.

    Clapboard Hill has the experience needed to help navigate you through these unsettling times.

    OUR NETWORK

    World-Class Partnerships & Alliances

    fidelity
    bloomberg
    cais
    cfa
    cfp
    B. Riley Wealth Management
    CIMA

    Clapboard Hill Private Wealth
    Office: (203) 429-0406
    1265 Post Road East
    Westport, CT 06880
    Contact Us

    Clapboard Hill Private Wealth may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.

    Securities and variable insurance products offered through B. Riley Wealth Management, Inc., member FINRA/SIPC. Fee-based advisory services offered through  B. Riley Wealth Advisors, Inc., an SEC-registered investment adviser. Fixed insurance products offered through B. Riley Wealth Insurance.

    The information provided is not directed at any investor or category of investors and is provided solely as general information about products and services or to otherwise provide general investment education. None of the information provided should be regarded as a suggestion to engage in or refrain from any investment-related course of action as neither B. Riley Wealth Management, Inc. nor its afiliates are undertaking to provide you with investment advice or recommendations of any kind.

    Investments may lose value. Not FDIC insured.

    LEGAL DISCLOSURE

    CUSTOMER RELATIONSHIP SUMMARY