Westport, CT – Clapboard Hill Private Wealth brings decades of wealth-building and investment management experience to wealthy individuals and families. With its roots in the investment and wealth-building industry tracing back to the 1990s, the company has continued to deliver exceptional financial advice to clients by acting as fiduciaries, ensuring that they are getting the right advice to manage, maintain, and grow their wealth.
On a mission to help clients take care of their families and legacies as if it were their own, the company employs financial industry experts who leverage the appropriate strategies to meet each client’s goals. By mixing their local expertise and world-class experience with a transparent and objective plan, they are well-positioned to differentiate themselves from other firms.
Clients who work with the team at Clapboard Hill Private Wealth enjoy attention to detail that includes full fiduciary responsibility, comprehensive wealth planning designed around their goals and risk tolerance, and cost management. The wealth builders and managers also ensure an open-architecture investment platform structure wherein only the most fitting investments are recommended and utilized for their clients at all times.
Senior Managing Partner Thomas Pacilio describes their mission: “We believe that clients now, more than ever, demand an objective approach in evaluating their investment portfolio as well as their plan for the future of their family. We have established Clapboard Hill Private Wealth to be a boutique private wealth management firm that meets 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.”
High-net-worth individuals (HNWI) looking to preserve and grow their wealth can now do so with ease and confidence by hiring the team at Clapboard Hill Private Wealth. The team understands that each client is different and they work closely with every individual to understand their specific needs, interests, risk appetite, and wealth management goals.
The team also provides clients with a high level of transparency through continuous reporting to keep them informed of any updates related to their finances. High-net-worth individuals looking for professional wealth management are encouraged to visit Clapboard Hill Private Wealth to learn more about their experience and expertise.
Clients can also schedule a consultation with the team via phone at (203) 429-0406, or visit clapboardhill.com for more information. Their wealth advisors are located at 1265 Post Road East, Westport, CT, 06880, US.
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.
Clapboard Hill Private Wealth
1265 Post Road East
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No PITCH SCOOP journalist was involved in the writing and production of this article.