Helping People Like You

At Clarendon Wealth Management, we partner with clients in a variety of financial and life situations:

  • Retired and pre-retired couples and individuals
  • Financially independent individuals
  • Executives
  • Inherited wealth
  • Business owners
  • Federal government executives

Our Ideal Client Relationship Is With:


People who expect a trusted relationship with a financial professional.


People who rely on us to create and implement a plan that will help them make smart decisions about their wealth.


People who understand that there are no shortcuts to any place worth going.


People who look beyond their own wealth and want to create wealth transfer strategies or gifting programs.


People who are genuinely some of the nicest individuals we know.


People who are eager to introduce our practice to others.