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Clapboard Hill Private Wealth
Financial Planner in Westport CT
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Address
1265 Post Rd E
Westport, CT
06880 -
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Online
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Map/Directions
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About
The history of our firm is one of remarkable resilience with a singular focus, our client’s best interest. Our firm traces its roots back to the early 1990’s in New York City. With decades of experience at investment firms such as Merrill Lynch and Morgan Stanley forming our own independent firm was the logical next step in servicing our clients as fiduciaries. As the industry struggled between 2008-09, our practice continued to expand. It became clear that serving our clients and putting their interests first was leading us to independence and the creation of Pacilio Wealth Management in 201
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Hours of Operation
Mon, Wed, Fri 9:00AM - 5:00PM
Tue, Thu, Sat - Sun Closed
Holidays Closed