TARRYTOWN, NY… A boutique among giants, Rob Clarfeld, CEO of CLARFELD FINANCIAL ADVISORS, is the highest ranking boutique wealth advisor and Registered Investment Advisor (RIA) on FORBES’ 2016 Top Wealth Advisors. Ranked 6th, Clarfeld shares the top slots with advisors from three of the nation’s largest brokerage houses: Merrill Lynch, UBS and Morgan Stanley.
CLARFELD FINANCIAL ADVISORS’ expertise is comprehensive wealth management, investments and family office services. The CLARFELD team’s family office capabilities are described as “looking beyond asset allocation and catering to clients’ every personal need.”
“Investments are a critical part of our business” says Clarfeld. “But what really differentiates high quality boutiques from the large brokerage houses is the entrepreneurial approach to integrated wealth management, attributes that often are quite limited within the institutional culture of the mega firms.”
The FORBES article described CLARFELD’S passion for estate and tax planning, investments; financial concierge services such as bill paying and document management; and assistance during family emergencies that go “above-and-beyond” traditional service.
“We handle every aspect of planning, compliance, personal administration – the stuff that we all hate to do ourselves. We are both amused and motivated that after 35-years, and extensive industry recognition, we’re often told by clients that we are the profession’s best kept secret,” adds Clarfeld.
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Please Note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of investment performance