Clear View Wealth Advisors, LLC
12 Amidon Avenue
Amesbury, MA 01913
Steve Stanganelli CFP®, CRPC®
Steve Stanganelli of Clear View Wealth Advisors, LLC has been working with individuals and businesses from the New Hampshire Seacoast to the Greater Boston, North Shore and Merrimack Valley areas of Massachusetts for more than twenty years.
Steve is a board-certified financial planning professional with specialized training in the areas of Retirement Income, College Funding, Divorce Settlements and Collaborative Divorce Planning.
Steve holds the CFP® designation and also earned the CRPC®, a specialized designation in Retirement Planning from the College for Financial Planning.
To further assist clients going through the transition of divorce, Steve also has completed studies through the Institute of Divorce Financial Analysts and is pending certification as a Certified Divorce Financial Analyst (CDFA®).
In addition to his two financial planning designations, Steve is among a small group of advisors who have received a Five-Star Quality rating from an independent advisor rating service.
Who We Serve
We cater primarily to couples as well as divorced and widowed individuals in need of trusted guidance while going through transitions.
We also strive to make our planning services available to those who are busy launching their careers or growing their families like 30-something Gen-Xers. So we offer a number of non-investment planning services that are conveniently accessible using contemporary technology and are reasonably priced.
Our clients are tired of being treated like a number by Big Box financial supermarkets. They are also tired of going it alone despite their success in other areas of their life. They have other passions or interests to pursue and lack the time or motivation to be a Do-It-Yourselfer. They crave a higher degree of personalized service with insightful proactive advice and answers to their financial questions.
They seek solutions that are objective and not based on the purchase of an investment product.
We strive to work with a small, successful, select group of individuals who include business owners, professionals, entrepreneurs, and pre-retirees and retirees from diverse fields but primarily education, engineering, law, health, medical and dental professions, nursing, real estate, and technology.
What We Do
Unlike many financial services firms and brokers who continue to focus solely on investing your money, Clear View Wealth Advisors, LLC understands the real questions have more to do with how you want to live your life and how your money should support your visions for a successful life.
Accordingly, we offer a process that integrates your financial resources with your vision of personal fulfillment and security. The result is not so much a single, rigid, financial solution, but a vital and dynamic process in which your money is always at the service of your life.
Clear View offers thoughtful and objective guidance to help you make smarter money moves throughout all of life’s critical transitions.
How We’re Different
- We’re approachable offering coaching and consulting services to all regardless of income or net worth.
- We work on a fee-only basis and do not depend on the sale of any investment products.
- We receive no commissions or compensation from third-parties.
- We represent you as your advocate and fiduciary
You Should Call Us If.....
You're a Boomer or Retiree and ...
- You're uncomfortable with your current investment strategy and looking for another advisor to help you.
- You're unhappy with the level of attention or service you're getting from your current advisor/broker/planner/agent and ready to make a change.
- You're looking for a trusted, fee-based advisor who can offer you perspective and direction.
- You're ready to retire and rollover your retirement plan.
- You want your calls and emails returned in minutes and hours, not days and weeks.
You're a Generation X Manager or Professional and ...
- You want a plan to pay off debt or harmonize your money and recent marriage
- You have a growing family and seek help on saving for college or navigating the financial aid system
- You are becoming a primary caregiver for elder parents or grandparents and need advice on assisting with their affairs
- You have changed jobs and have 401k accounts scattered with former employers
- You are skeptical about someone handling your investments but want objective advice on a frequent basis to supplement your own self-directed efforts.
When your life savings are at stake and you need a trusted advisor, you need an advisor that promises to always put your interests first and has the experience and credentials that can make a difference.
We look forward to hearing from you!
Please be aware that Clear View Wealth Advisors, LLC has a portfolio minimum of $100,000 to accept inquiries through this directory.
