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.”
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.
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.
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.
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.
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.
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.
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.
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.
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.
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. Disclosures and Terms of Use.
© 2024 by Claro Advisors, LLC. All Rights Reserved.
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