Client Experience

Financial planning is not just about your future, it's about your present as well.

We want to make that present experience as comfortable, confident, and successful as possible. Our focus on the needs and goals of our clients in combination with our deep experience, adaptive use of technology, and an innovative investment process help us create better outcomes and happier clients.

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.

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.
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

Client Logins

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.

© 2019 by Claro Advisors, LLC. All Rights Reserved.