Clarfeld Financial Advisors,

Rob Clarfeld had a vision for a Client-Driven, ComPrehensive wealth management firm of unmatched technical expertise. At the time, the Prevalent business model within the industry was that of a single-disciplined, narrowly focused expertise, supplemented by the outsourcing of complementary services. They manage over $6 billion of assets on behalf of their clients, wholude senior corporate executives, Professionals, business owners, and other high net worth individuals and their related entitiesluding trusts and charitable foundations.