Our Integrated Approach
Private wealth clients are often faced with choosing between high-touch service or investment solutions. We think you deserve both.
For years, top-tier investment solutions and private banking services were the exclusive domain of large global banks and investment firms, often at the cost of personalized client service and customized portfolios.
High-touch service went from being nice to necessary. I built Clarendon Private because I believe clients deserve greater trust, transparency, and service from their wealth managers.
Marc A. White, Jr., President & CEO
Today, boutique private wealth managers can access the same premier investment products and capabilities as the big firms.
The firm’s agile structure allows us to combine the personal touch of a boutique private bank with the extensive resources and expertise of a comprehensive investment management firm.
Our integrated approach to wealth management is designed to meet the unique needs of each client, ensuring they are at the heart of every decision we make.
Subscribe to Our News & Insights
Stay current with timely insights from our team of experts.
Get News & Insights