Who We Serve

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:

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People who expect a trusted relationship with a financial professional.

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

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

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

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

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People who are eager to introduce our practice to others.

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

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