Boutique Private Wealth

Private wealth clients are often faced with choosing between high-touch service or customized investment solutions. We think you should have both.

Boutique Private Wealth

Private wealth clients are often faced with choosing between high-touch service or customized investment solutions. We think you should have both.

Because You Deserve Different.

Find Out Why

The Clarendon Private Way

High-touch service. Customized investment solutions. Comprehensive resources.
Elevated standards for exceptional, integrated client care.

Investments

Our approach to portfolio building encompasses high-quality equities, fixed-income securities, and alternative assets.

Wealth Planning

Starting from your desired lifestyle, we take a comprehensive approach to ensuring you have the means to get there.

Private Banking

Personalized banking and lending solutions provided through exclusive agreements with Brookline Bank, Bank Rhode Island, and PCSB.

One

Who We Are

To build and keep your trust, we’ve built a team that averages 20 years of understanding client needs and delivering client-first service.

Meet The Team

Marc A. White, Jr., President & Chief Executive Officer

Two

How We
Help You

To help you achieve your personalized goals, we offer investment and wealth management solutions customized to your situation as well as premium private banking services.

Our Services

Tracy L. Welch, Managing Director & Head of Wealth Advisory

Three

WEALTH MANAGEMENT

Private wealth clients are often faced with choosing between high-touch service or best-in-class investment solutions. We think you deserve both.

Wealth Planning

John Valpey, Head of Wealth Strategies

Differentiated Insights

“An investment in knowledge pays the best interest.”

– Benjamin Franklin

Differentiated Insights

“An investment in knowledge pays the best interest.”

– Benjamin Franklin

INSIGHTS

Thought Leadership

Deep industry knowledge from our team of experts.

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Our Insights

Insights and outlooks on topics that matter most to you.

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News & Commentary

Updates and analysis that help you stay ahead of the curve.

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