Clarity For Your Financial Life


We believe in better financial planning

Most financial advisors might start by proposing different investments or recommending that you buy a product or sell your existing investments. We think differently at Claro. The process starts with you.

Our passion is working with clients to deliver a world-class experience. We love what we do. Our purpose is to simplify and manage your financial life so that you can give attention to the endeavors that you care about and that demand your time.

“Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.”

Interests Aligned

As a Registered Investment Advisor, we are held to the highest fiduciary standard of care, which requires that we act solely in the client’s best interest.  We do not sell any proprietary products, and we do not accept fees from investment managers for recommending their products.  We always put your interests first.   

Independent

No Proprietary Products

No Fees From Managers

Open Architecture

Meet Our Team

Our team offers a unique combination of experience and energy.  Combined with our diverse skill sets, we can offer innovative solutions to any generation of your family.

Our Client Process

A TAILORED APPROACH

At Claro we believe in providing you with a world-class experience. That’s why we have a tailored process each step of the way, from discovery and strategy to implementation and monitoring, to ensure you’re comfortable with the approach. From the outset of the relationship, we take the time to truly understand your needs through active listening. You will hear from your investment team directly and often. And we treat your assets as if they were our own.

Your experience matters most which is why we’ve constructed a four-step approach to help you understand where we are at each phase of the process.

UNDERSTANDING YOU

The relationship begins with a discovery meeting. This helps us get to know you, your family, and your business. We want to hear your story and learn to appreciate how you got to where you are. We’ll ask lots of questions and gather data from you that enables us to better add value to your specific situation.

CREATING A PLAN

Your goals are what drives our investing. Once we have a clear understanding of your goals and needs we’ll formulate a strategy that meets your investment objectives. But our role goes far beyond that. Whether it’s helping you establish good governance practices, working to develop estate and tax panning needs, or managing concentrated risks, our team is dedicated to helping you understand the plan at a level you can comprehend.

IMPLEMENTING THE PLAN

Once we’ve outlined the roadmap we begin the implementation process. Our job is to help you carry out the customized strategy from big picture right down to every detail. We’ll guide you each step of the way to ensure your objectives are being met.

MONITORING THE PLAN

Even after a carefully implemented plan is adopted and executed, we recognize that markets and environments change. It’s our focus to ensure that you know how those changes impact you and adapt your plan as necessary. With constant monitoring you can rest assured that we are always looking out for your best interests.
  • UNDERSTANDING YOU

    The relationship begins with a discovery meeting. This helps us get to know you, your family, and your business. We want to hear your story and learn to appreciate how you got to where you are. We’ll ask lots of questions and gather data from you that enables us to better add value to your specific situation.

  • CREATING A PLAN

    Your goals are what drives our investing. Once we have a clear understanding of your goals and needs we’ll formulate a strategy that meets your investment objectives. But our role goes far beyond that. Whether it’s helping you establish good governance practices, working to develop estate and tax panning needs, or managing concentrated risks, our team is dedicated to helping you understand the plan at a level you can comprehend.
  • IMPLEMENTING THE PLAN

    Once we’ve outlined the roadmap we begin the implementation process. Our job is to help you carry out the customized strategy from big picture right down to every detail. We’ll guide you each step of the way to ensure your objectives are being met.
  • MONITORING THE PLAN

    Even after a carefully implemented plan is adopted and executed, we recognize that markets and environments change. It’s our focus to ensure that you know how those changes impact you and adapt your plan as necessary. With constant monitoring you can rest assured that we are always looking out for your best interests.

Where We Can Add Value To You

CLARITY & EXPERTISE

Claro’s team is experienced in working with clients through many different life events. We understand that these circumstances bring about lots of questions and typically involve many emotions. We bring clarity to your financial situation to help you avoid emotionally driven decisions that impact your investment portfolio and overall financial plan.

LIQUIDITY EVENTS

Whether you’re selling restricted stock, stock options, or have other liquidity, we’ll help you manage your concentrated position, diversify your portfolio, manage tax exposure and devise a new long-term plan for your investment portfolio to match your stated objectives.

RETIREMENT

You’ve spent your entire life working hard to create a nest egg. But you’re not sure if it’s enough. At Claro we work with you to ensure that your investments are aligned with your long-term needs. 

SELLING A BUSINESS

After pouring your heart and soul into building a business we understand the challenges you face when selling a business. Our team has the resources to help you figure out the best possible exit strategy and what to do with your investments once they become liquid.

LEGACY

Understandably a very emotional process. Our team works with clients to ensure that the investment portfolio is aligned with the estate plan so that you can focus your time on what matters to you.

DIVORCE

This life event forces you to deal with both financial and non-financial matters. Given your time constraints, our divorce planning specialists will help you manage the investment portfolio so that you can devote your time to other important matters. We’ll work rigorously to get you the best financial settlement possible.

INHERITANCE

For some clients this may be their first time coming into significant assets. Many questions come along with inheriting wealth. We’ll work with you to create an investment portfolio that fits your new long-term objectives.

INSIGHTS BY OUR ADVISORS HAVE BEEN FEATURED ON

THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

We offer a complimentary "Get Acquainted" meeting to learn about your financial goals and see if our services are right for you.

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Claro Advisors, LLC
185 Dartmouth St., 6th Floor
Boston, MA 02116

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  • Phone:
    (617) 379-3270
  • Toll Free:
    (800) 604-2838
  • Fax:
    (866) 920-4539

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Disclosure: Claro Advisors LLC ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client. This report is not a financial plan and is not intended as a solicitation or advice to purchase specific investments, but the information provided can assist you in evaluating your current financial situation and your ability to achieve your investment goals. Any projection of investment outcomes is hypothetical in nature, does not reflect actual investment results, and is not a guarantee of future results. Similarly, other information regarding various investment outcomes are hypothetical in nature, do not reflect actual results and are not guarantees of future results. The projections may not include all taxes applicable to your situation. Past performance is no assurance of future results. Investments may fluctuate and lose value, and unexpected market movements may result in changes in rates of return and anticipated performance. Claro does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. Claro will provide all prospective clients with a copy of our current Form ADV, Part 2 ("Brochure") prior to commencing an Advisory relationship. Please contact This email address is being protected from spambots. You need JavaScript enabled to view it. or toll free at 800-604-2838 with any questions.

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