Clear View Wealth Advisors, LLC
|Web Site: www.clearviewwealthadvisors.com|
|Location: Burlington, MA|
|Contact: Steve Stanganelli, CFP, CRPC|
Email: [email protected]
Clear View Wealth Advisors, LLC is a fee only Registered Investment Advisor, a firm that provides advice and consulting on a broad range of financial, estate planning and tax issues as well as personalized money management services to physicians, dentists and other allied health professionals throughout Massachusetts and other areas of the United States where we are permitted to provide services through our network on a remote basis.
We have been honored to be selected as a Preferred Financial Advisor by MD Preferred Services for the third year in a row (2011 – 2014) in Massachusetts particularly in the Merrimack Valley and Greater Boston communities of Methuen, Lawrence, Lowell, and Burlington where Steward Health Care / Holy Family Hospital, Lawrence General Hospital, Lowell General Hospital and Lahey Clinic operate.
Steve Stanganelli, CFP®, CRPC® is the principal of our firm. He is a CERTIFIED FINANCIAL PLANNER ™ Professional and CHARTERED RETIREMENT PLANNING COUNSELOR (sm) with specialized expertise and training in the areas of mortgages, credit management, taxes, retirement, divorce and education funding. He is an honors graduate of the University of Massachusetts - Lowell and Bentley University. Steve has been providing straight answers and sound financial advice for more than 20 years to individuals, families and business owners.
Steve is a member of the National Association of Personal Financial Advisors (NAPFA), the nation’s premier group of advice-based fiduciary financial planners who do not sell investments, insurance or annuities. He is a member of National Association of Tax Professionals (NATP) and Financial Planning Association (FPA). In addition Steve is an Investment Advisor Representative of Clear View Wealth Advisors, LLC.
For more than six years, Steve has earned the highest ranking as a Fee Only Fiduciary Advisor from The Paladin Registry, an independent advisor rating service.
Services for Doctors, Dentists and Medical Professionals
Doctors, dentists and allied healthcare professionals encounter many unique financial issues including high student debt, asset protection, income taxes and business ownership. Because of these issues, the most critical time to begin planning for your financial future is prior to accumulating a large amount of assets. And as your financial profile changes, you’ll continue to need trusted advice to protect your wealth.
Clients choose the Clear View Wealth Advisors team of Steve Stanganelli because we are a uniquely qualified resource offering independent, objective advice and sound financial and tax planning strategies for a range of financial challenges:
• Debt Reduction and Household Spending Plans
• Student Debt Repayment Plan Options
• Retirement Income Planning
• Business Formation or Transfer
• College Aid & Funding Strategies
• Elder Care Financial Issues
• Alternative Investment, Tax Planning & Self-Directed IRA Strategies
• Risk-Managed Investing
• Advisory Programs for 401k Accounts
• Estate, Asset and Creditor Protection Plans
• Tax Planning to Minimize Tax Liability
Why We Are Different
First, we’re approachable. We strive to make our planning services accessible and reasonable to those who are busy launching their careers or growing their families or considering downsizing after a long career. We offer reasonably priced flat fee investment or financial and tax planning services.
We do not discriminate based upon how much money you make or have saved. We help medical professionals from the start of their careers through retirement and beyond offering coaching, advice and consulting services to all regardless of current income or net worth.
Second, we’re compensated exclusively by fees paid by our clients. We act in a fiduciary capacity treating your money and decisions about your financial resources with the same care and prudence that we treat our own and make recommendations based on what is best for you.
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 for insurance, mortgages, investments or other financial services 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 to work with us to help you meet your goals for today and tomorrow’s life events. You have the flexibility to choose how you want to utilize our services, whether it is on an hourly, project, retainer or asset management basis. You may choose one-time planning arrangements as well as recurring advice or investment programs. And we are flexible in our pricing structure to help you gain access to quality advice throughout your career as your needs, income and tax issues change.
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 smarter, more informed financial choices.