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CLUBHOUSE PRIVATE WEALTH
"A boutique wealth management & consulting firm"
YOUR ONE-STOP FAMILY OFFICE.
OUR SERVICES
Banking Services
Clubhouse Private Wealth can assist you with all of your wealth management needs. We provide our clients with solutions that range from traditional investment and insurance plans to complex family office strategies. We make it a priority to protect your investments. Here at Clubhouse Private Wealth, we hold ourselves to the highest fiduciary standard while providing a comprehensive approach to managing our client's wealth.
Banking Services
Asset Management
Insurance Planning & Risk Management
Real Estate
Life After Sports
Sports Management
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Retirement
Planning
Alternative Investments
Business
Consulting
Concierge
Services
INSURANCE AND RISK MANAGEMENT
"I have boats, homes and businesses. While insurance is part of the territory, keeping them all straight is a challenge. CPW makes this all a breeze."
"I get calls from salesmen on a daily basis for all my "Insurance Needs". They mention having strategies to manage my risk, but in the end they just want to sell me something and they shoehorn their existing offerings to "Tailor my needs". CPW has actual risk management strategies and whatsmore they are comprehensive and are not organization or provider dependent. They truly understand and represent my needs regardless if how they are best facilitated is less advantageous to them."
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