Private Wealth Advisor
About The Clarendon Team
The Clarendon Team was officially established in 2021 when Sean Tucker and Enrico Piatelli decided to merge practices. Both Sean and Rico share a background as military officers and use that experience to create a team focused on delivering a planning-oriented client experience. They quickly added three additional advisors to the team to accelerate their growth. Paired with Baystate Financial, we afford our clients the expertise, technology and service that few teams can deliver.
About Baystate Financial
While we offer retirement planning, business services, estate and tax planning, education funding strategies, investment management, and insurance products, none of these are “what we do”. At Baystate Financial, our purpose is to assist individuals, families, and businesses in achieving financial independence by serving as their true partner every step of the way.
Financial planning means many things to many people. At Baystate Financial, financial planning provides direction and clarity to your financial decisions. By viewing each financial decision as a part of a wider strategy, we help you to consider the short and long-term effects of today’s choices on your future financial goals.
