40 Washington Street
Whether you are seeking traditional financial advisory services or family office solutions, you can expect a client experience from us that is highly personalized in many ways:
We collaborate with you so we understand your priorities and the intricate details of your financial situation. To that end, you can also expect an investment strategy that encompasses the following:
Claybrook Capital was founded in response to a growing need for a fully comprehensive financial services firm in this market. We deliver financial advisory solutions adhering to “best practices” employed by the team over the course of their collective experience at leading wealth management organizations.
Clients choose Claybrook Capital for several reasons:
As a registered investment advisor, we are fiduciaries who operate under strict SEC guidelines that include a moral and legal obligation to place client interests ahead of our own. We do not accept any fees or commissions from fund managers for any investment recommendations we make to our clients. We take great pride in our ability to always do what’s best for our clients.
We offer fully coordinated and comprehensive wealth management to meet evolving family and business needs. We tap into our deep knowledge in the fields of investments, taxation, and estate planning to provide fully integrated wealth management solutions. For our family office clients, who may need additional support, we help ease the administrative burdens of managing their financial affairs while enhancing reporting functions and overall controls for their wealth.
We are a discreet, well-informed firm that can streamline, integrate, and oversee the complex moving parts of your finances. We work with your team of advisors and third-party service providers to coordinate the timely execution of your financial affairs.
As a small, specialized firm providing the expertise found at premier wealth management institutions, we offer a highly customized consumer experience for all of our clients, whether they have traditional wealth advisory needs or more sophisticated needs that require the expertise of a personal CFO.
Confidentiality, integrity and accountability are key values of Claybrook and are instilled in our culture. We take pride in protecting your personal information and take extra due care to be sure your information is secure. You should rest assured that we do not share anything beyond our four walls. We utilize Fidelity and Schwab who are two of the largest custodians in the world.
Beyond all the numbers and details, we love helping people and simplifying their lives.