Clarendon Private

Clarendon Private offers exceptional client service and complete customization of a client’s investment portfolio. Every asset in a portfolio is chosen as part of an overall wealth management strategy that is built in consultation with a broader financial plan. Each client has a dedicated point of contact that coordinates the firm’s resources and delivers the expertise of a team of subject matter experts.

Clarendon Private provides banking and lending solutions to assist clients with both the asset and liability sides of their balance sheets.

Clarendon Private’s client-centric culture delivers personalized, fully-integrated wealth management solutions. They take a comprehensive approach to wealth planning, starting with a deep understanding of a client’s needs and future aspirations. This ensures that a financial foundation is precisely structured to help achieve the desired lifestyle and objectives.

At Clarendon Private, members of our team average over twenty years of experience helping individuals, families, endowments and foundations grow and preserve their wealth. As fiduciaries, we take our Client First commitment seriously. Our clients’ unique interests and personal goals are at the center of everything we do.