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.
THE EXPERIENCE AND RESILIENCE TO NAVIGATE YOUR WEALTH THROUGH ALL ENVIRONMENTS.
Unwavering Advice & Guidance.
Several high net worth families have come to us during this unprecedented pandemic.
Clapboard Hill has the experience needed to help navigate you through these unsettling times.