About Me
Sean is a Senior Clarfeld Wealth Advisor. Sean’s primary focus is providing investment advisory and financial planning services to high net worth individuals, business owners, and senior corporate executives. His areas of expertise include advanced estate, tax, and retirement planning, as well as investment counseling and risk management.
Sean joined Clarfeld in 2010. He became a Certified Financial Planner in February 2014 and is responsible for training and developing our junior financial planning team. Sean works closely with our New England colleagues to assist with their clients’ more complex investment advisory and financial planning needs.
Sean lives in Pelham, NY with his wife and two children. He is active in his community: serving as a member of the board of directors for Legal Services of the Hudson Valley. Sean also enjoys reading nonfiction books, playing chess, and training as a strength athlete.
Philosophy
Wealth Advisors from Clarfeld | Citizens Private Wealth™ work with high-net-worth clients and multi-family offices with more than $3 million in investable assets. As wealth grows so do the complexities around managing, preserving and passing it on. So we support our clients by providing planning and guidance in all aspects of their financial lives, from evaluating present cash flow needs, financial planning and tax minimization strategies to trust advisory services and charitable giving advisement. Our core focus is to maximize long-term investment returns and safeguard all that is important to the integrity and foundation of each family.
SERVICES AND SOLUTIONS
Financial Planning
Our Advisors develop comprehensive plans that balance your everyday and long-term financial needs with an integrated approach to banking and investing.Insurance & Asset Planning
Protect your income stream and long-term plans from life's unexpected events with our insurance and asset protection strategies.Retirement Planning
Solutions to help you prepare for life after work, from long-term investment advice to health care strategies to insurance products, all based on your unique circumstances and individual goals.Investment Advice
Our highly skilled investment professionals can construct and manage your portfolio with the proper diversification and asset allocation to meet your unique investment objectives.Banking & Lending
When you face major expenses, our Advisors can help you decide whether your savings, a credit line, or a loan is your best payment option.Trust & Estate Planning
Assist with continuity planning and estate documentation as well as help to minimize estate taxes, maximize lifetime charitable giving and protect assets for future generations.Tax Planning
Our Advisors work with you to proactively identify tax planning opportunities and provide tax-efficient investment strategies.Multi-Family Office
Offers industry-leading, innovative solutions designed for the complex needs of high-net-worth individuals, families and private foundations.Charitable Giving
For individuals and families who want their philanthropy to continue for generations or are concerned with income tax minimization efficiency.Trust Advisory
For individuals and families who want corporate trustee services, inclusive of advisory and administration of all trust-related matters.Institutional Services
Our team of specialists engage with institutional investors to manage complex custodial arrangements and deliver comprehensive capabilities customized to meet your needs.
DISCOVER ALL THE WAYS WE CAN WORK TOGETHER
Clarfeld Citizens Private Wealth can help you stay on target with your financial goals.