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Boston Five Star award winner

PROFESSIONAL ACCOMPLISHMENTS

AWARDS

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PROFESSIONAL MEMBERSHIPS

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PROFESSIONAL DESIGNATIONS

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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.

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This award was issued on 02/01/23 by Five Star Professional (FSP) for the time period 05/23/22 through 01/06/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3,923 Boston-area wealth managers were considered for the award; 578 (15% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 4090, 513, 13%, 2/1/22, 5/24/21 - 11/19/21; 2021: 4069, 480, 12%, 2/1/21, 5/25/20 - 11/30/20; 2020: 3580, 463, 13%, 2/1/20, 4/1/19 - 12/13/19; 2019: 3619, 566, 16%, 1/1/19, 4/18/18 - 11/6/18; 2018: 2819, 532, 19%, 1/1/18, 3/23/17 - 11/10/17; 2017: 2467, 623, 25%, 12/1/16, 3/26/16 - 11/23/16; 2016: 2530, 632, 25%, 12/1/15, 5/18/15 - 11/6/15; 2015: 3542, 801, 23%, 1/1/15, 5/18/14 - 11/6/14; 2014: 1707, 655, 38%, 1/1/14, 5/18/13 - 11/6/13; 2013: 2362, 713, 30%, 1/1/13, 5/18/12 - 11/6/12; 2012: 2591, 454, 18%, 1/1/12, 5/18/11 - 11/6/11.
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Fee-Only financial planning and investment advisory services are offered by Clear View Wealth Advisors, LLC., a state-registered investment advisor in the Commonwealth of Massachusetts and the states of New Hampshire and Texas. Steve Stanganelli is a fee-only CERTIFIED FINANCIAL PLANNER® Professional serving clients throughout the southern New Hampshire and Seacoast areas, Merrimack Valley, North Shore and Greater Boston and surrounding communities in New Hampshire including Hampton, Exeter, Greenland, and Portsmouth, and in Massachusetts, including Amesbury, Newburyport, Haverhill, Andover, Wilmington, Woburn, Burlington, Waltham, Ipswich, Topsfield, Medford, Melrose, Malden, Wakefield, Stoneham, Salem, Revere, Lynnfield, Peabody, Marblehead, Danvers, Cambridge, Beverly, Saugus, Somerville, Boston, and in the following counties: Essex County, Suffolk County, Middlesex County and Rockingham County (NH).

Clear View offers independent financial and tax advice and receives no commissions or referral fees for the sale of insurance, annuities or investment products. Personal financial planning services may include tax planning, college funding, divorce planning, retirement income, Social Security claiming strategies, investment reviews and self-directed IRAs. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the states of Massachusetts, New Hampshire and Texas. Clear View Wealth Advisors, LLC is registered to provide investment advisory services to residents of Massachusetts, New Hampshire, Texas, and in other states where legally permitted.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.