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True Fee-Only Financial Planning & Investing

"If you’re looking for a trusted advisor who upholds a fiduciary standard, putting your needs first and provides objective advice not tied to the sale of an investment or insurance product, then you’ve come to the right place."
Steve Stanganelli, CFP®, CRPC®, AEP®, NAPFA Registered Financial Advisor

Financial Planning Services for Businesses

Newsletter Roundup: Choose Your Own News …

Eat, Shop and Drop a Bundle of Cash: 5 Money Tips for Thanksgiving

 Before you eat, shop and drop a bundle of cash consider these 5 money tips for Thanksgiving and the holidays. Black Friday and Cyber Monday have recently become part of the Thanksgiving tradition, right up there with hometown football games,

10 Year-End Tax Strategies That Save You Money

 As the end of another business and tax year is upon us, consider these 10 year-end tax strategies that save you money. Pay Taxes Early:  You can accelerate your income tax deductions by paying January estimated income taxes in December.

Rise of Robo Investing

Technology has a way of making life easier and harder at the same time.  Take investing, for example. Should you go it alone? Hire an adviser? Or use one of the many new digital investing platforms? Well, the rise of robo investing is here with new

Identity Theft: What’s In Your Wallet?

12 Things to Do Immediately After Losing Your Wallet to Protect You from Identity Theft It's vacation time.  We all long to be tourists exploring new places and having new adventures. But that also can mean an unexpected detour into Identity Theft

Brexit: How to Protect Yourself from a Market Meltdown

Today is the day. The Brexit vote is here.  And we hear the strident voices shouting that 'the sky is falling'. Again. And they'll also tell you: Brexit, here's how to protect yourself from a market meltdown. We've seen this movie before. And

Sell in May and Go Away?

  Is there any truth behind the old adage: Sell in May and Go Away? The definitive answer is: Maybe and it depends.  Whatever the case, clean-outs are good for portfolios just as they are for basements and attics.  And you can use the 'sell in May

Wealth Managers Protect Clients from Cyberattack

     Identity theft is an increasing risk for all of us as we move our personal, business and professional lives more and more into the cloud.  So it becomes more and more important for investors to ask how their wealth managers protect clients from

Amesbury Financial Planner Steve Stanganelli Named as Accredited Estate Planner®

Amesbury Financial Planner Steve Stanganelli, CFP® has been awarded the Accredited Estate Planner® Designation by the National Association of Estate Planners & Councils Jan. 26, 2016 - PRLog -- On January 19, 2016, Steve Stanganelli, a

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Steve Stanganelli of Clear View Wealth Advisors, LLC and the editorial staff. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-Only financial planning and investment advisory services are offered by Clear View Wealth Advisors, LLC., a registered investment advisor in the Commonwealth of Massachusetts and Steve Stanganelli, a fee only CERTIFIED FINANCIAL PLANNER (tm) Professional serving clients throughout the Merrimack Valley, North Shore and Greater Boston and surrounding communities in Massachusetts, including Amesbury, Newburyport, Haverhill, Andover, Wilmington, Woburn, Burlington, Waltham, Ipswich, Topsfield, Medford, Melrose, Malden, Wakefield, Stoneham, Salem, Revere, Lynnfield, Peabody, Marblehead, Danvers, Cambridge, Beverly, Saugus, Somerville, Boston, and in the following counties: Essex County, Suffolk County and Middlesex County. Clear View offers independent financial and tax advice and receives no commissions or referral fees for the sale of insurance, annuities or investment products. Personal financial planning services may include tax planning, college funding, divorce planning, retirement income, Social Security claiming strategies, investment reviews and self-directed IRAs. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Massachusetts. Clear View Wealth Advisors, LLC is registered to provide investment advisory services to residents of Massachusetts or where otherwise legally permitted.