Claro Advisors, LLC. ("Claro") is an independent, fee-only, Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in Boston, Massachusetts serving clients globally.
As a younger generation of financial advisors, (the average Claro Advisor is about 40 years old), Claro provides a fresh perspective and unique approach that embraces goals-based planning with modern technology, allowing us to be more efficient so that we have more time to focus on our clients.
The name “Claro” was inspired by the latin translation “to make clear in the mind”. We work with clients to implement and monitor the strategies needed to simplify the management, preservation and growth of wealth.
Please visit our website for important disclosures and to learn more about who we are and what we do.
Company Details
- Employees
- 24
- Founded
- -
- Address
- 100 High Street,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- claroadvisors.com
- Keywords
- Investment Management, Financial Planning, Retirement Planning, Insurance and Estate Planning, Divorce Planning, Education Planning, Complete Wealth Management, Social Security Planning, Corporate Retirement Plans, 401ks and 403bs, Donor Advised Funds, Personal CFO, High Net Worth, Ultra High Net Worth, Liquidity Event Planning, Equity Compensation Planning, Post M&A Transactions, Goals-Based Wealth Management, Alternative Investments, Private Funds.
- HQ
- Boston, Massachusetts
Claro Advisors Questions
Claro Advisors's website is claroadvisors.com
Claro Advisors's LinkedIn profile is https://www.linkedin.com/company/claro-advisors-llc-
Claro Advisors has
24 employees.
View email and phone details for 24
employees at Claro Advisors.
Claro Advisors's industry is
Financial Services
Claro Advisors's top competitors are
Aescape,
New Mountain Capital,
Rain,
Healables R&d Innovation Labs,
Gamesense Sports,
Medeloop,
Welsh, Carson, Anderson & Stowe,
Valtruis,
Fw Sports Group,
Generation Capital Advisors.
Claro Advisors's categories are Financial Services
Claro Advisors's founding year is 2012
