At Clarfeld, our clients are matched with an experienced private investment advisor appropriate to their unique needs and circumstances — their Financial ConfidanteTM — not just to help navigate diverse and complex financial transactions, but to assist them in articulating, in an actionable way, their objectives and concerns. Clarfeld’s wealth strategy methodology is customized, integrated and driven by a fundamental goal: Providing financial security for our clients and their families – and enabling them to achieve the accompanying peace-of-mind.