Alpine Hill Advisors Joins Claro Advisors, Pairing Boutique Family Wealth Management with Institutional Scale and Technology
Boston - Claro Advisors today announced that Alpine Hill Advisors, a Westport-based wealth management firm, has joined the Claro platform. The firm, which manages approximately $110 million in client assets as of October 2026, will continue to operate under the Alpine Hill name, and founder Brandon Pacilio will remain the primary point of contact for the families he serves.
Alpine Hill was founded in 2023 and serves pre-retirees and retirees, business owners, multi-generational families and young professionals across Fairfield County, Connecticut, and New England. The firm offers comprehensive financial planning, investment management, retirement income planning, tax-aware planning, estate planning coordination and financial education; all while providing a family office feel for each client.
“I want clients to feel known and cared for, with direct access to me and thoughtful attention to their family needs,” said Brandon Pacilio, president and founding partner at Alpine Hill Advisors. “Claro’s technology, compliance and operational infrastructure give us the capacity to grow while protecting that experience.”
Through Claro Intelligent Hub™, Alpine Hill gains access to planning, reporting, and client-service tools designed to give advisors more time for advice and client conversations. The firm’s clients can expect the same advisor, and a relationship built on trust and responsiveness.
“Advisors increasingly need the resources of a larger platform in order to meet growing client expectations,” Pacilio added. “The winning firms will marry the personal, high-touch experience clients deserve with technology that makes them more efficient. Technology is increasingly creating more time for advice and client conversations.”
Pacilio brings more than 12 years of financial advisory experience, including roles at SumRidge Partners, Bridgewater Associates, and Clapboard Hill Private Wealth, before opening Alpine Hill.
“Brandon and his firm are exactly the type of firm and people Claro wants to partner with,” said Ryan Belanger, CEO at Claro Advisors. “Technology-forward, client-focused, and satisfaction-driven; we are thrilled to have Alpine Hill join the Claro Family and look forward to supporting his clients and their goals.”
Pacilio’s focus is on long-term relationships that extend across generations. He also plans to support Claro’s national expansion by connecting with like-minded advisors who value autonomy, client relationships and the support of the platform.
“From the beginning, Alpine Hill has always been client-focused and offered highly tailored advice and services to the families and individuals we serve,” said Catherine Dunne, Chief of Staff, Client and Family Office Services, at Alpine Hill Advisors. “The Claro Intelligent Hub is designed to enhance our ability to serve them and help us spend more time with them.”
About Alpine Hill Advisors
Alpine Hill Advisors is an independent, boutique Registered Investment Advisor (RIA) serving high-net-worth families, individuals, and businesses. Based in Westport, Connecticut, Alpine Hill offers financial planning, investment advice, and customized solutions aimed at enabling clients to reach their financial goals. Learn more at alpinehilladvisors.com.
About Claro Advisors
Built by advisors, for advisors — Claro Advisors is a technology-forward RIA built to give independent advisors the time, tools, and infrastructure to grow. Powered by a proprietary platform and an in-house technology and research team, Claro pairs experienced advisors with purpose-built capabilities designed to give them their time back — and make every moment with a client count. Smarter advice. Simpler process. Clearer outcomes. Learn more at claroadvisors.com.
Disclosures
Claro Advisors Inc. (“Claro”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This press release is for informational purposes only and does not constitute investment advice or an offer of advisory services. Claro provides individualized advice only after obtaining all necessary information from a client. Additional information, including Claro’s Form ADV and Form CRS, is available at adviserinfo.sec.gov and claroadvisors.com.