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Our History

The history of our firm is one of remarkable resilience with a singular focus, our client’s best interest.  Our firm traces its roots back to the early 1990’s in New York City.  With decades of experience at investment firms such as Merrill Lynch and Morgan Stanley forming our own independent firm was the logical next step in servicing our clients as fiduciaries.

As the industry struggled between 2008-09, our practice continued to expand. It became clear that serving our clients and putting their interests first was leading us to independence and the creation of Pacilio Wealth Management in 2011.

Our growing reputation, customized process and high-end clientele; a major US accounting firm  approached us to provide wealth management and family office services to their existing tax client base.

We developed that practice and grew wealth management , exceeding even the expectations of the accounting firm. However, after a three plus years it became clear that conflicts were possible, and that we could not put any firm (large or small) priority ahead of our clients.  With that guiding principle, we are proud to introduce you to our newly named firm, Clapboard Hill Private Wealth.