Services
Our goal has always been to serve as a personal advocate on behalf of our clients
At The Clifford Group, we offer guidance designed to assist you in making decisions that will help you reach personally meaningful goals.
We are a service-focused firm that operates under the assumption that strong relationships lead to more impactful results. Discover our unique perspective and invite us into your inner circle as you plan for your future.
Financial Planning
Financial Planning
We develop customized financial plans that turn complexity into clarity, helping families make confident decisions about their future.
Investment Management
Investment Management
Our disciplined investment strategies are built to protect and grow your wealth through all market conditions, guided by your goals – not market noise.
Tax Strategy
Tax Strategy
We coordinate with your CPA and advisors to design proactive tax strategies that reduce liabilities and preserve wealth year after year.
Private Banking & Lending
Private Banking & Lending
Through strategic partnerships, we help clients access private banking, lending, and liquidity solutions that align with their broader financial plan.
Insurance Services
Insurance Services
From life and disability insurance to long-term care, we ensure your protection strategies are integrated into your overall financial picture.
Family Office
Family Office
Our Family Office services bring order and oversight to complex financial lives, providing centralized management for investments, estate, and philanthropic planning.
Estate Planning
Estate Planning
We work alongside your attorneys to ensure your estate plan reflects your wishes and protects your loved ones for generations to come.
Trust Services
Trust Services
Our team helps families navigate the structure, selection, and management of trusts to ensure clarity, compliance, and continuity.
Wealth Transfer
Wealth Transfer
We create strategies to transfer wealth efficiently and intentionally, balancing family harmony with financial wisdom.
Legacy Planning
Legacy Planning
Your legacy extends beyond finances. We help you define and document the values, goals, and impact you want to leave behind.
Family Philanthropy
Family Philanthropy
We help families translate generosity into strategy through philanthropic plans that create lasting community impact.
Behavioral Coaching
Behavioral Coaching
Our advisors provide perspective and discipline, helping clients navigate emotional decisions and stay aligned with long-term objectives.