Fee Only Financial Planning & Investing
Independent Financial & Tax Advice · No Commissions · No Insurance, Annuity or Investment Products Sold College Funding · Tax Planning · Divorce · Family Spending Plans · Retirement Income
Social Security Maximizing Strategies · Insurance & Annuity Evaluations · Mortgage Reviews
Investment Advice · Self-Directed IRAs for Alternative Investments

Are you the owner of a single-member LLC or S-Corp? Do you own investment real estate? Are you a high-technology or health care professional? Are you a busy Boomer professional or pre-retiree dealing with a critical life transition? Whether you are contemplating retirement, navigating the challenges of financing college, coping with the loss of a loved one or going through a divorce, we can help.

Steve Stanganelli, CFP®, CRPC® is the principal of our firm. He is a CERTIFIED FINANCIAL PLANNER ™ Professional and CHARTERED RETIREMENT PLANNING COUNSELOR (sm) . Steve has been providing straight answers and sound financial advice for more than 20 years to individuals, families and business owners throughout the Boston, North Shore and Merrimack Valley areas of Massachusetts.

We strive to work with a select group of individuals on an ongoing basis as a trusted advisor across the full dimension of financial affairs. If you are tired of Big Box financial supermarkets, tired of going it alone despite success in other areas of your life and seek personalized service with insightful proactive advice that is objective and not based on the purchase of an investment or insurance product, we invite you to call to explore the possibilities.

Call us to explore how we can help you at 877-668-2721 or 978-388-0020.

Financial Planning Services for Individuals


Risk-Managed
Personal Investing

Personal Financial
Planning

College Planning &
Financial Aid Strategies

Retirement
Income Planning

Divorce Financial
Planning

Financial Planning Services for Businesses

Financial
Education

Business
Transitions

401k & Other
Retirement Plans

Tax
Planning


Recent Blogs

Investors Return to Boost Stock Market ETF Rally

Reading tea leaves or other people's minds has never been one of my strong suits.  But the writing is on the wall: Investors return to boost stock market ETF rally. Retail investors have returned in … [Read More...]

Low Cost ETF Investing: Join the Investing Wave

Looking for an investing edge? Try lowering your costs. Beat the stock market professionals at their own game through low cost ETF investing. Despite the cold weather and frigid water temperatures, … [Read More...]

Better International Investing Tips

Better international investing, like all investing, starts with a plan and not just a tip from a friend. Investors are always on the lookout for the 'Holy Grail' in investing.  I'm often asked … [Read More...]

Financial Planning Money Moves When a Spouse Dies

Ask the Money Coach - Financial Planning: Question from Michael about financial planning after a parent's death: My father recently passed and the attorney who drew up the trust recommended a … [Read More...]

The Fiscal Cliff Explained

The Fiscal Cliff Explained ... Good for a laugh IMHO   A friend shared this photo with me recently on the topic of the "Fiscal Cliff."  The argument presented is pretty straightforward and simple … [Read More...]

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Compliance Disclosure

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 CERTIFIED FINANCIAL PLANNER (tm) Professional serving clients principally in the Merrimack Valley, North Shore and Greater Boston and surrounding communities in Massachusetts, including Newburyport, Haverhill, Andover, Wilmington, Woburn, Burlington, 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. 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.