75 Central Street 2nd Floor Wellesley, MA 02482

617-932-7948

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.
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A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.
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Investments

You’ve made investments your whole life. Work with us to help make the most of them.
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Our Process

Our Process

No two people are the same and our advisors know this better than most. Our deep financial knowledge and broad life experience informs our every decision, with only one goal in mind: your ideal future. 

With decades of experience, we’re excited to help you prepare for every eventuality, no matter what.

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Our Philosophy

Our Philosophy

We believe every person deserves access to sound, informed financial advice. Regardless of your situation, risk tolerance, and goals we’re ready to help you prepare for the future. Come rain or shine, together we’ll encourage your investments to grow for years to come.

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CLAYBROOK CAPITAL

Starting With A Conversation

We want to get to know you, and we take the time to listen so that we can better understand what success means to you and your family. We'll examine where you're coming from, where you want to go, what's working, and what isn't. We're here to not only help you meet your goals, but to surpass your expectations.

Organic growth underlies all that we do at Claybrook Capital. Together, we’ll design a roadmap that starts with the future you want and ends with your dream retirement. Our approach is designed to help your retirement weather the harshest of storms.

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

  • College Planning

    Most parents want to give their children the best opportunity for success, and getting into the right college may help open doors. According to the Census Bureau, 33% of American adults have a bachelor's degree, and those with a bachelor's degree earn 67% more on average than those with just a high school diploma.¹

Helpful Content

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?
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Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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Your Cash Flow Statement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Have a Question? We're Ready to Help.

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