Our Story

You Dream, We’ll Drive

Our purpose is to help you live yours.

Clarendon Wealth Management is a firm built upon the highest fiduciary standards. Our priority is acting in the best interests of our clients.

Our advisors are Investment Adviser Representatives and are bounded to uphold a fiduciary duty when providing investment advice — the highest standard of care. Our independence serves as a basis to create comprehensive financial plans tailored to meet your financial goals. Our advice is dictated by one core principal — our client’s best interests.

We are committed to complete transparency and disclosure when it comes to our compensation and advice. We partner with Commonwealth Financial Network®, a SEC-registered Investment Advisor. Commonwealth is also independently owned and managed, which means the firm retains the freedom to allocate resources where they're needed and to act in the best interests of its financial advisors and their clients — not shareholders.

By working with an advisor who is obligated to uphold fiduciary standards, you can feel confident that your best interests are being served. Acting as a fiduciary will enable us to make the best decisions for you and your finances. We want to assure you that you can trust in the fact that our relationship with you is built on integrity, transparency, and objectivity.

We are Fiduciaries

We are Fiduciaries

Your interest is the only interest we consider.

Let us take care of all your financial decisions, so you can enjoy what’s most important to you.

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