Clear View Wealth Advisors, LLC is a fee only registered investment advisory firm that provides advice and consulting on a broad range of financial, estate and tax planning issues as well as personalized money management services. As part of our services we provide financial education and planning or investment services to individuals (Millennials to Baby Boomers, pre-retirees and retirees) throughout Massachusetts, New Hampshire and other areas where we are permitted to provide services.
We don’t sell any financial products, and are instead only paid directly by our clients by a combination of fixed- or hourly-fees or a percentage of assets under management. Because of this, our interests are aligned with yours. We are always a Fiduciary for our Clients, which means we must act in your best interest.
We offer clients an objective, independent and qualified resource in the following areas:
Retirement Income Planning
Divorce Financial Planning
College Aid & Funding Strategies
Elder Care Financial Issues
Alternative Investment, Tax Planning & Self-Directed IRA Strategies
Risk-Managed Investing with Proactive Tactical Advice for 401k Accounts