First, we’re approachable and flexible. Clear View does not discriminate based upon how much money you make or have saved. Although we do have clients who have six- and seven-figure investment portfolios, we offer coaching, advice and consulting services to all regardless of income or net worth. We offer clients financial planning without any pre-condition to manage investments and offer flexible hourly and fixed-fee options.
Second, we’re compensated exclusively by fees paid by our clients. In short, we act in a fiduciary capacity treating your money with the same care and prudence that we treat our own. We will make recommendations and suggestions that we believe are best for you even if it means less revenue to our firm.
Third, Clear View Wealth Advisors, LLC has no allegiance to any one company, product or service, beyond our belief in its ability to help you reach your goals. We offer no proprietary products and have no incentive to recommend high cost insurance and investment products. Clear View has the flexibility to pick and choose high-quality, cost-efficient solutions from a wide universe of service providers with virtually no restrictions so we can do what’s best for you.
Fourth, we’ll give you options for today and tomorrow’s life events. We know you have to live for today but we’ll help you plan for your tomorrows as well. We routinely play out future scenarios and provide some “what-ifs”. We understand you’re looking for solutions – not just quick answers or products.
Fifth, we represent you. We are your financial advocate. We will think about your life first and help you navigate and organize the multiple issues and uncertainties that you and your family face. We’ll give you the tools and solid foundation you need to make excellent decisions.
Sixth, our team is different. We are led by Steve Stanganelli, CFP®, a fee-only financial planning professional who began working as a banker in 1986 and financial consultant in 1999. He has experience serving families and business owners in the Greater Boston area. Steve is a fiduciary, a member of the premier organization representing comprehensive financial planners (NAPFA) and has specialized training in the areas of tax planning, divorce planning, college planning and retirement income planning.