Meeting your financial needs is my first priority.

Through a combination of deep experience, adaptive use of technology, and an innovative investment process, I help clients, at all stages of life, navigate markets using goals-based planning and proactive client service.

Investment Planning
Personal Income & Estate Tax Modeling
Equity Compensation Planning
Independent, Transparent, and Extensive Financial & Retirement Plans

Let's meet

At our first meeting we will determine three things together:

Destination navigation

A genuine understanding of your future financial goals is a key element to developing an appropriate plan of action. This meeting lets me assess whether you’re on the path to achieving your future goals in light of the financial assets you currently hold.
 

Can I help you achieve your future financial goals?

I can’t help everyone who comes through my door. After our initial meeting, we should have enough information to fully assess whether further financial review may help you on the path to your desired destination.
 

Is it a good fit?

I understand that choosing a financial advisor is a very personal and complex endeavor. I will provide you with the information that you need to determine whether you want to take the next step together, but you’re under no obligation whatsoever. Whether you want to continue building a relationship with me is a decision you get to make.
Because I make a fiduciary commitment to each client, your interests are the driving force behind every decision we make together.

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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) 920-4359

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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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