Clarfeld | Citizens Private Wealth Information

Clarfeld is a leading wealth management firm and multi-family office and offers industry-leading, innovative solutions designed for the complex needs of high-net-worth individuals, families and foundations. Clarfeld can coordinate and manage all your family’s wealth and financial affairs using our customized and integrated planning and investment process that has fostered long-lasting client relationships through multiple market cycles. In January 2019, Clarfeld joined Citizens Bank resulting in the addition of banking, lending and mortgages to its broad array of high-end financial solutions. Clarfeld remains large enough to provide clients with critical mass in scope of services, expertise and research, while intimately focusing on each client’s unique circumstances. Clarfeld has been ranked as one of the “Top 100 RIA Firms” by Barron’s, a “Top RIA” by Financial Advisors Magazine and “America’s Top Wealth Advisors” by Forbes. *Please see Important Disclosure *Important Disclosure: https://www.citizensbank.com/investing-and-wealth-management/services/clarfeld/disclosure For more information, contact us at wealth@clarfeld.com, call 914-846-0100 or visit our website, www.citizensbank.com/clarfeld.