Clapboard Hill
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    Clapboard Hill
    CLIENT ACCESS
    Clapboard Hill Private Wealth

    Taking Care Of Your Family As If It Were Our Own.

    Our Mission

    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 Westport 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.

    OUR HISTORY

    Bringing Global Perspective
    To Our Local Community.

    The history of our firm is one of remarkable resilience with a singular focus, our client’s best interest. Our firm traces its roots back to the early 1990’s in New York City. With decades of experience at investment firms such as Merrill Lynch and Morgan Stanley, forming our own independent firm was the logical next step in servicing our clients as fiduciaries.As the industry struggled between 2008-09, our practice continued to expand. It became clear that serving our clients and putting their interests first was leading us to independence and the creation of Pacilio Wealth Management in 2011.

    With our growing reputation, customized process and highly affluent clientele; a major US accounting firm approached us to provide wealth management and family office services. We worked with them for several years and soon realized it was time to continue our legacy as an independent entity. With that entrepreneurial mindset and our singular focus on our client’s best interest, we are proud to introduce you to Clapboard Hill Private Wealth.

    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