Capital Wealth Management

Your Clarfeld Financial ConfidanteTM is someone you turn to when the difficult decisions at the nexus of wealth and life must be made.  >>> Find out more

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 and Northeast’s #1 Independent Investment Advisor for the Fifth Consecutive Year by Barron’s.  >>> Read more

FECA Honors Clarfeld for Two Decades of Autism Support. >>> Read more