clarfeld financial advisors llc

Founded in 1981, Clarfeld Financial Advisors has grown into a prominent wealth management firm known for its integrated approach to financial services. In 2019, the firm was acquired by Citizens Bank and now operates as Clarfeld | Citizens Private Wealth. It serves as the core of Citizens' private wealth management offering, providing a comprehensive suite of services including bespoke investment management, tax and estate planning, financial life planning, and multi-family office services tailored to the complex needs of affluent clients.