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