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

Clear View Wealth Advisors, LLC  only accepts clients 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 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 home runs 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 Wealth Advisors 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


  

An Invitation from Steve Stanganelli, CFP ®, CRPC ®,
Your Fee-Only CERTIFIED FINANCIAL PLANNER TM Boomer Money Pro at Clear View Wealth Advisors, LLC:
 
I invite you to give me a call if you are…
  • Uncomfortable with your current investment strategy and ready to make a positive change
  • Not happy with the level of attention or service you are getting from your current advisor
  • Looking to form a long-term relationship with an objective and independent advisor who can offer perspective, direction and guidance
  • Retiring or being laid off and need to rollover your retirement plan monies
  • Someone without the time, talent or temperament to handle your own portfolio any longer
 
I work with discerning individuals, women and couples - primarily people going through transitions - who crave a higher degree of personalized service providing answers to their questions, and financial solutions that resonate with them both logically and emotionally.
 
 
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 advisor featured in the Amesbury and Wilmington, Massachusetts online directory to financial planning and investment advisors found at All Financial Advisors.

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

INNOVATIVE SOLUTIONS to HELP BOOMERS, BUSINESS OWNERS, PROFESSIONALS and DIVORCING COUPLES in GREATER BOSTON, the NORTH SHORE, MERRIMACK VALLEY and the SEACOAST with RETIREMENT, INVESTING and MONEY MOVES AFTER a LIFE TRANSITION