Our Insights
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Bringing It Back Home: A Fifth-Generation Rhode Islander’s Approach to Wealth Management
Chris Coleman, a fifth-generation Rhode Islander and Wealth Advisor at Clarendon Private, shares his perspective on how family, community and trust shape a client-first approach to wealth management.
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September 2025 Market Review
Markets Run Higher Ahead of the September Fed Meetings
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How to Use College Funding as a Wealth Planning Tool
From tax advantaged education accounts to multigenerational gifting strategies, education funding offers powerful ways to enhance financial efficiency.
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August 2025 Market Review
Mixed Signals - Despite a strong earnings season and resilient economy, a weak July employment report shows signs of stress.
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An interview with Marc A. White, Jr.
Clarendon Private is a boutique wealth management firm in Boston offering personalized financial planning, investment management and private banking solutions. Discover how our team-based approach provides high-net-worth clients with tailored strategies for long-term success.
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“One Big Beautiful Bill” Becomes a Reality
What tax payers should know.
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July 2025 Market Review
Markets advanced in June despite geopolitical tensions, with technology and industrials leading. Learn what to focus on to navigate market uncertainties.
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While trade tensions have eased from their peak in April, economic and policy uncertainty remain
In today’s unpredictable economic environment, market volatility remains a constant challenge for investors.
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Clarendon Private Named a Top Financial Advisory Firm
Clarendon Private has been named one of America’s Top Financial Advisory Firms 2025 by Newsweek. Learn how our client-focused wealth management approach delivers personalized investment solutions, expert guidance, and financial confidence.
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June 2025 Market Review
May brought a more constructive tone as trade tension eased lifting sentiment and encouraging a rebound in risk assets.
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May 2025 Market Review
From Liberation to Limbo: Trade policy uncertainty causing shockwaves across the globe
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April 2025 Market Review
Uncertain Times: Staying Invested During Volatility
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2025 Market Outlook
Portfolio Durability and the Age of Alternatives
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March 2025 Market Review
Growth Scare Hits Risk Assets - High valuations come with high expectations. U.S. equity markets step back on growth concerns.
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February 2025 Market Review
The Year of the Snake: Just like the movement of a snake, financial markets rarely follow a linear path and 2025 will be no exception.
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December 2024 Market Review
Riding the Wave: Post-election optimism fuels U.S. markets while global uncertainty lingers
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Five Year-End 2024 Tax, Financial, and Estate Planning Ideas
Don't miss these valuable year-end planning opportunities which could yield meaningful tax savings, strengthen one’s financial position and help ensure alignment with long-term goals.
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November 2024 Market Review
Thanksgiving right around the corner, Trump elected, and the Fed cuts again.
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Driven On and Off the Green: Meet Tracy Welch
From the greens to client consultations, Tracy Welch continually works on refining the best approach for wealth management success.
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Current Fixed Income Landscape & The Push for Extending Duration
Clarendon Private and Appleton Partners discuss the current fixed income market, extending duration away from cash and the importance of active management during shifting economic periods.
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Your Wealth Your Way
When it comes to customized financial solutions and personalized service, boutique wealth managers have an edge.
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The Perils of Market Timing: Market Highs Should Not Interfere with Long-Term Plans
The Perils of Market Timing: Market Highs Should Not Interfere with Long-Term Plans
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Meet the Founder – Marc A. White, Jr.
Breadth of capabilities, depth of experience, and alignment of interests are qualities Marc A. White, Jr., Clarendon Private’s President and CEO believes every private wealth manager should provide clients.
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Boutique private wealth firms: Uniquely positioned to solve two big problems–access and service
Boutique private wealth firms offer clients broad investment options, a suite of financial services, and custom, personalized advice.
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Clarendon Private hires Christopher Coleman to head its new Rhode Island office
Boston-based investment and wealth management company, Clarendon Private, is proud to announce Christopher Coleman to the company's wealth management team.
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Clarendon Private Investment Outlook - January 2024
Where to invest after the last Federal Reserve rate hike and where are we finding the best opportunities today?
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Clarendon Private Wealth Management Director, Tracy L. Welch, featured in Boston Common Magazine
Tracy L. Welch, Managing Director & Head of Wealth Advisory Services, is featured in the June 2023 edition of Boston Common Magazine.
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New Paradigm Calls for More Dynamic Portfolio Management
In light of the recent banking crisis, Clarendon Private shares our investment insights and how we are dynamically navigating these volatile markets.
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Clarendon Private Investment Outlook - November 2022
Midterm Elections Are Over – What Now?
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Clarendon Private, a Boston Based Investment and Wealth Management Company, Announces the Hiring of John Valpey - Wealth Strategist
Clarendon Private, LLC is proud to announce the hiring of John Valpey to the company's wealth management and estate planning team.