Fresh Design. Same Commitment. Welcome to Wealth Management.
Wealth Management and financial planning in CT, MA and NY
Clarendon Private is a full-service wealth management firm that serves individuals, families, foundations, and endowments.
Non-deposit products: are not insured by the FDIC; are not deposits; and may lose value.
Your Plan. Your Team. Your Peace of Mind
Non-deposit products: are not insured by the FDIC; are not deposits; and may lose value.
Connect with our Investment teams today to plan for your tomorrow
Non-deposit products: are not insured by the FDIC; are not deposits; and may lose value.
We invest a lot of time in getting to know you.
With so many investment options available, we take time to learn about your specific goals and discuss the best way to reach them. Begin your relationship with a face-to-face meeting with a Beacon Bank advisor.
Why Choose Us
It's about more than our personalized services, top-notch technology and convenient solutions that simplify banking.
Full-picture of your finances.
Accounts and loans in one place give you a holistic view.
Dedicated relationship management.
Everything you need to navigate your unique financial journey.
Industry-leading experts.
Tried-and-true advice to reach your financial goals.
Local decision-makers.
Like-minded and community-focused people that live here, too.
Who We Serve
| Are not FDIC insured | Are not deposits | May lose value |