CloverHill Capital Management is a trusted financial consulting firm which provides financial planning and wealth management services to small business owners, senior executives, established families and select corporations throughout New York and the Northeast region. We are an organization founded on the principle that successfully building and preserving wealth takes sound foresight and methodical discipline. We focus our attention on developing customized financial plans for our wealth management clients which are then implemented around a robust infrastructure of powerful financial tools. By offering a wide range of services, including investment management, wealth management, retirement planning, business succession strategies, estate planning and charitable giving strategies, we instill confidence that our clients’ complete financial picture will align with their goals and aspirations for the future.