PROFESSIONAL ACCOMPLISHMENTS
AWARDS
- Five Star Wealth Manager award winner 2019, 2021, 2022, 2023
- Paladin Registry Five Star Advisor since 2008
- Multi-year Outstanding Advisor Rating - AdviserRating.com
- Accredited Business A+ Rating, Better Business Bureau
- Member, Beta Gamma Sigma Honor Society
- Top 100 Wealth Management Blogs and Websites
- BrightScope Featured Advisor (2010-2015)
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PROFESSIONAL MEMBERSHIPS
- National Association of Personal Financial Advisors
- Fee-Only Network
- Financial Planning Association
- National Association of Tax Professionals
- Merrimack Valley Estate Planning Council
- Association of Certified College Funding Specialists
- American Institute of Certified College Financial Consultants
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PROFESSIONAL DESIGNATIONS
- CERTIFIED FINANCIAL PLANNER ™ Designee
- CHARTERED RETIREMENT PLANNING COUNSELOR ™
- ACCREDITED ESTATE PLANNER ®
- CERTIFIED COLLEGE FUNDING SPECIALIST ®
- CERTIFIED COLLEGE FINANCIAL CONSULTANT ®
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At Clear View Wealth Advisors / Boston Tax Planners, my firm and I cater primarily to couples as well as divorced and widowed individuals in need of trusted guidance while going through transitions. Our clients tend to be busy professionals or are owners of one-owner and married couple-owned businesses (proprietorships, Single Member LLCs or S-Corps).
We strive to make our planning services accessible and reasonablly priced to those who are busy launching their careers or growing their families. We offer reasonably priced flat fee investment or financial and tax planning services.
Our clients are tired of Big Box financial supermarkets. They are also tired of going it alone despite success in other areas of their life. They may lack the time or motivation to be a Do-It-Yourselfer. They crave a higher degree of personalized and insightful proactive advice and answers to their financial questions. They seek solutions that are objective and not based on the purchase of an investment or insurance product.
We strive to work with a small, successful, select group of individuals on an ongoing basis as a trusted advisor. This group includes business and investment real estate owners, professionals, entrepreneurs, and pre-retirees.
We welcome clients from all walks and stages of life and have particular focus on those in education, engineering, technology, medicine, dental and allied health professions.
We welcome members of all races or religions and members of the LGBTQ community.
