Private Banking

Specialized Expertise for Complex Needs

While an incredible blessing, personal wealth can also present unique challenges.

Some situations require a delicate touch that are best handled by private banking experts who specialize in solutions such as:

  • Portfolio secured lending
  • Mortgages
  • Home equity lines of credit

Affiliates

Through our affiliates Brookline Bank, Bank Rhode Island, and PCSB Bank, we offer our clients dedicated private banking resources that can help address virtually any financial matter.

Brookline Bank has built a legacy of consistent financial strength, trust, and financial services geared to helping individuals and businesses manage their finances.

Bank Rhode Island is committed to helping clients reach their goals with a personalized style of banking, financial expertise, and an array of personal, business, commercial and investment services.

PCSB Bank has remained steadfastly true to its original charter as a bank for local businesses and hard-working families in New York’s Lower Hudson Valley.

For More Information
Tracy L. Welch
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Newsweek Top Financial Firms Badge

Clarendon Private Named in Newsweek’s 2025 Top Financial Advisory Firms

Clarendon Private was recognized in the top 5% of over 15,000 financial advisory firms registered with the SEC.

Clarendon Private, LLC was awarded the ranking of America’s Top Financial Advisory Firms 2025, developed by Plant-A Insights Group. The award was presented on November 19, 2024 and based on the period of September 2023 to September 2024, scored and ranked based on asset performance, client performance, advisor expertise, breadth of service offerings and the absence of conflicts. The full methodology can be viewed here. The ranking was developed with the intention to help investors make informed, confident financial decisions. Neither Clarendon Private nor its advisors paid a fee to Newsweek or Plant-A Insights Group to obtain or be considered for the ranking, however, compensation was provided for promotional use of the ranking.