9th Consecutive Year
Barron's Ranks Clarfeld NY's
#1 Independent Wealth Advisor
Clarfeld is honored to have been recognized on some of the world’s top wealth advisor rankings including Forbes and Barron’s. See Important Disclosure*
These honors are an affirmation of Clarfeld's “client-first” service culture, initiated by Rob Clarfeld and enhanced by our talented team of dedicated partners and staff.
With most of the changes from the Tax Cuts and Jobs Act having gone into effect last year, many taxpayers faced some surprises when they filed their 2018 income tax returns. To save the most, you need to be familiar with the changes and how you may need to adjust your tax planning strategies. Our Tax Planning Guide highlights the importance of proactive tax planning as well as key information that every taxpayer should know.
Why Work With Clarfeld
As a family’s wealth grows so do the complexities around managing, preserving and passing on wealth to future generations. At Clarfeld, we act as a central point of contact coordinating and managing all of your family’s wealth and financial affairs. With a hands-on approach and global reach, our wealth managers deliver results and peace of mind across the dynamic financial landscape.Learn more
August 03, 2018
Most people think that once a divorce settlement is signed, the financial connections between spouses...
July 09, 2020
"Promoting Michael and bringing Joannie on board reflects Clarfeld’s steadfast commitment to expanding our world-class...