Clarfeld began 30 years ago with the philosophy of providing multiple financial services to meet our client’s needs. We are not only strategic wealth management consultants. We have a strong focus in investments, taxes, estate planning, cash flow, and insurance. We provide the full range of family office services that are flawlessly incorporated with all other aspects of our clients’ financial life.
Clarfeld Ranked New York’s #1 Independent Investment Advisor for the Sixth Consecutive Year by Barron’s. >>> Read more
Forbes Top Wealth Managers ♦ Financial Times FT300 Top RIA’s ♦ Bloomberg – Top 50 Family Offices