For Smarter Money Moves and Better Bottom Lines ... Let's Make a Plan Together

FLAT FEE PLANNING & INVESTMENT SERVICES AVAILABLE

Fee Only Fiduciary Investment Advisers & Financial Planners Helping You Make More From Your Money

College Funding  ♦  Tax Planning  ♦  Divorce Planning

Retirement Income  ♦  Investment Advice

IRA Rollovers  ♦   Property Tax Appeals

Mortgage Review  ♦  Cash Flow & Spending Plans

 

 

Clear View Wealth Advisors, LLC & Steve Stanganelli, CFP®  help clients make smart money decisions and provide the tools to manage your money for life. As fiduciary advisers, we eliminate conflicts of interest and put your interests first.

Whether your challenge is minimizing taxes, providing a guaranteed income for retirement, funding college education, or paying off debt and managing cash flow, my team of allied professionals will help you define and achieve your goals using unparalleled resources, proven strategies and conflict-free advice.

Clear View Wealth Advisors, LLC is an independent fee-only/fee-for-service Registered Investment Advisor providing comprehensive and modular financial planning, tax planning and investment management to successful Baby Boomers and their growing families, and established organizations throughout Massachusetts.
 

Clear View Wealth Advisors, LLC is looking for opportunities for long-term mutually beneficial business relationships.

We are selective in who we take on as a client to ensure a high level of service is maintained for all so that mutual expectations can be met.

My team and I work with families, retirees and busy professionals and specialize in working with entrepreneurs, business owners and managers in technology firms and allied medical professions.

We help clients manage their personal and business wealth for their life now and legacy later.

Grounded in the golden rule we do not compromise ethics or advice for a quick buck. We are fee-only in advice and services and take a consultative, educational approach to advising.

We think we're a little different and realize that our approach is not for everyone. We are not striving to do it all or deliver homeruns in the market every single day. Most of our clients are successful in their endeavors and want consistent relative total returns with less risk. And they seek trusted guidance on money issues apart from investing.

Our measure of success is our client's success in reaching their goals rather than beating the benchmark of the day every day. This is what we strive to deliver.

That being said, with the intellectual capital of my team of experts there is little we can't do to help our clients envision and accomplish the goals for their organization, life, family and legacy.

Is Clear View Right for You?

Are You Right for Clear View?

Consider these questions:

Are you tired of being treated like a nameless number at a Big Box financial supermarket?

Are you looking for objective advice free from the potential conflicts of interest of a financial product salesperson?

Are you interested in a professional dialogue with someone who will speak to you on your level in terms you can understand?

Are you seeking out an advisor who can relate to your personal situation and won't be intimidating to you or intimidated by you?

Do you think that you are coachable and not a "know-it-all" closed to outside advice?

If you answered 'yes' to these questions, then we encourage you to call Steve Stanganelli, CFP®, CRPC® to schedule a no pressure, no obligation meeting or conference call.

978-388-0020 or 617-398-7494

    financial planner financial advisor investment managers - Paladin Registry

Meet Steve Stanganelli, CFP®, CRPC®, MSF, THE Baby Boomer’s Money Pro. In addition to helping women, couples and growing families make sense of investing and tackling the financial management challenges of retirement, college funding and divorce, Steve is the principal of Clear View Wealth Advisors, LLC, a noted public speaker and author, publisher of the ViewPoint and Financial Topics newsletters, former co-host of a weekly financial radio program heard throughout the North Shore, a regular financial blogger at www.MoneyLinkPro.Wordpress.com, member of the Financial Planning Association of Massachusetts providing pro bono advice to working families in the Boston area and has been quoted in the media regularly including Bank Rate Monitor.
 

Steve Stanganelli is a top-rated fiduciary advisor and planner featured in the Amesbury and Wilmington, Massachusetts online directory to financial planning and investment advisors found at All Financial Advisors. He is also a featured adviser on BrightScope Adviser Pages and MD Preferred Physician Services.

Steve Stanganelli is a top financial advisor in the Amesbury, Massachusetts Financial Planners guide on NestEggZone.com and AdviserRating.com.

Clear View Wealth Advisors is a fee only Registered Investment Adviser led by Bentley College and UMass Lowell alumnus Steve Stanganelli, MSF, a CERTIFIED FINANCIAL PLANNER (TM) professional and CHARTERED RETIREMENT PLANNING COUNSELOR (SM) serving clients throughout Massachusetts and more particularly in the Merrimack Valley, the North Shore of Essex County and the Seacoast of New Hampshire. Steve is a proud member of the Financial Planning Association which is dedicated to improving the planning experience for clients.

Through innovative commission-free programs like the iMonitor Retirement Plan Service, MarketFlex direct portfolio management and the Money Tools DIY Investment Service, Steve Stanganelli and Clear View offer innovative solutions geared toward building financial security, navigating through complex financial challenges and providing a sustainable income for life. 

For divorcing couples, Steve offers a range of services to help evaluate property settlement, alimony and child support options.  For college- or grad school-bound students, Steve helps navigate through the financial aid programs and develop alternate tax and investing strategies to maximze aid and minimize the impact on retirement planning.

 

Featured Financial Planner on IRA.com, the premiere source for retirement and IRA information.

 

 

 

Clear View is the recipient of the US Commerce Association "Best of Wilmington" Award for 2011

 

Clear View Wealth Advisors
 

 
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