Clear View Wealth Advisors, LLC & Steve Stanganelli, CFP® help clients make smart money decisions and provide the tools to manage your money for life. We focus on helping time-starved professionals with college-bound students within five years of college balance the demands of the 'Sandwich Generation': dealing with elder care for parents, paying for college and funding retirement goals.
As fiduciary advisers providing personal financial planning services to individuals, families and businesses throughout Greater Boston, eastern Massachusetts and the Merrimack Valley, we eliminate conflicts of interest and put your interests first.
Whether your challenge is minimizing taxes, providing a guaranteed income for retirement, funding college education, or paying off debt and managing cash flow, my team of allied professionals will help you define and achieve your goals using unparalleled resources, proven strategies and conflict-free advice.
