Richard Clairmont

Background

About Richard Clairmont

I currently serve as vice president and shareholder of Clairmont, Paciello & Co, P.C, a regional financial services and certified public accounting firm, CPC Financial Planning, Inc, a fee-only financial planning company, and Tanglewood Investments, Inc, an insurance and investment product implementation firm. I have worked in public accounting for more than 28 years, working with a wide range of clientele to provide them with the highest standard of service. My clients have included companies in the personal services, real estate, import/export trade, construction and the trades, and retail industries, as well as not-for-profits. I started with Clairmont, Paciello & Co, P.C. right out of college. Since then, I've advised hundreds of business and individual clients on tax saving strategies and recommendations, with a particular focus on estate planning and estate and trust tax returns for mid- to high-net worth individuals. I've also worked closely with start-up businesses to help them gain a competitive edge and have delivered seminars for individuals interested in starting a business. As a Registered Investment Advisor, my clients look to me for comprehensive asset management and investment advice, helping to build their wealth through a personalized, diversified, and research-based approach to investing. Because of my extensive business experience, clients also turn to me for business consulting services and litigation support. Specialties: Personal Financial Planning Investment Advice Business Consulting Individual and Business Tax Planning Estate Planning Asset Management Litigation Support