Clarfeld Citizens Private Wealth

Clarfeld Citizens Private Wealth is a leading wealth management firm based in Tarrytown, New York. Employing 149 individuals, the company generates approximately $50 million in annual revenue. Clarfeld Citizens Private Wealth specializes in providing innovative financial solutions tailored to the needs of high-net-worth individuals, families, and foundations. Their services encompass a comprehensive range of wealth management offerings, including customized planning and investment strategies. Since joining Citizens Bank in 2019, the firm has expanded its capabilities to include banking, lending, and mortgage services, creating a more holistic financial solution for its clientele. Recognized for its expertise, Clarfeld Citizens Private Wealth has earned prestigious rankings from prominent publications such as Barron's, Financial Advisors Magazine, and Forbes. This recognition underscores the firm's commitment to delivering exceptional client service and providing sound financial guidance. Clients interested in learning more about Clarfeld Citizens Private Wealth can reach out to the company via email at [email protected], by phone at 914-846-0100, or by visiting their website at www.citizensbank.com/clarfeld.