Here's Our Story

It began when two entrepreneurs met — one a veteran in wealth management, the other in technology.

They came from different worlds, but they saw the same challenge: wealth management needed to evolve. Many firms relied heavily on legacy systems and standardized portfolio approaches. Technology-focused platforms emphasized automation, sometimes without the personal insight clients value.

They realized that by combining forces, they could build what the industry was missing: a technology-forward RIA built on our proprietary platform and integrated tools designed to support our advisors.

Today, we are the result of that union — a diverse team of experienced, thoughtful advisors paired with a dedicated team of technology engineers and researchers. We have fused Claro’s philosophy of goals-based financial planning with NDVR’s advanced technology platform to create a new category of wealth management. We equip our advisors with sophisticated strategies and proprietary tools, allowing them to focus on what matters most: you.

We don’t just manage assets; we bring clarity to chaos and precision to planning. We are here to help you pursue a simpler, wealthier life.