Clear View Wealth Advisors, LLC
Plan Well. Invest Smart. Live Better.
Clear View Wealth Advisors is an independent fee-only financial planning and state Registered Investment Adviser (MA and NH) based in Amesbury, Massachusetts and serving clients throughout the Merrimack Valley, North Shore and Greater Boston areas from office locations in Amesbury, Wilmington, Burlington and Newburyport.
We offer clients an objective, independent and qualified resource in the following areas:
- Retirement Income Planning
- Divorce Financial Planning
- College Aid & Funding Strategies
- Elder Care Financial Issues
- Alternative Investment, Tax Planning & Self-Directed IRA Strategies
- Low-Cost ETF Investing
- Strategic and Tactical Investment Management
- Risk-Managed Investing with Proactive Tactical Advice for 401k Accounts
Who We Work For:
We work for you, our client, as a Fee-Only advisor. No insurance, annuities or investment products. Just unbiased, independent advice.
We welcome clients from all walks and stages of life and have particular focus on those in education, engineering, technology, medicine and allied health professions. We offer financial planning, investment management and guidance to individuals and families of all income and asset levels based on fixed-fees, hourly rates, or AUM.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.