Business Details
16 Years
experience
Your Trusted Partner for Financial Planning Solutions
Clear View Wealth Advisors, operating as Clear View Wealth Advisors and Boston Tax Planners, has been delivering fee-only financial planning and tax advisory services since 2010. Founded by Steve Stanganelli, a CERTIFIED FINANCIAL PLANNER professional with over 25 years of industry experience, the firm specializes in integrated tax, investment, and estate planning solutions. Our team holds prestigious designations including CFP, CRPC, and AEP, and we are committed to fiduciary standards, ensuring clients receive objective advice without product sales conflicts.We serve clients nationwide from offices in Greater Boston and Seacoast New Hampshire, offering transparent fixed-fee pricing and innovative tools like 4.00% APY FDIC-insured cash management. Our approach combines personalized planning with advanced strategies to reduce taxes, optimize investments, and build long-term wealth.
Services
Tax Planning
Investment Management
Estate Planning
Retirement Planning
Business Consulting
Education Planning
Tax Resolution
Financial Planning
Wealth Management
College Funding
Details
- Year established: 2010
Highlights and features
- We are fee-only fiduciary advisors with no product sales conflicts.
- Our team holds CFP, CRPC, and AEP professional designations.
- We offer 0% AUM fees for advisor-directed investment management.
- We provide access to 4.00% APY FDIC-insured cash management programs.
- Our planning tools include RightCapital and MaxiFi financial software.
Associations and certifications
- BBB
Services
Tax Planning
Our proactive tax planning services help clients legally minimize tax liabilities through IRS-compliant strategies. We specialize in complex scenarios for business owners, medical professionals, and high-net-worth individuals. Services include stock option planning, real estate tax optimization, and retirement distribution strategies.
Investment Management
We offer discretionary investment management with 0% AUM fees using a core-satellite approach. Our portfolios combine low-cost ETFs with alternative investments for diversification. Services include risk profiling, asset allocation, and performance analysis for client-directed or advisor-managed accounts.
Estate Planning
Our estate planning solutions help protect assets through wills, trusts, and advanced directives. We collaborate with legal partners to create customized plans that avoid probate and minimize estate taxes. Services include beneficiary designations, power of attorney documents, and trust funding assistance.
Retirement Planning
We develop comprehensive retirement income plans using multi-scenario projections. Services include Social Security optimization, pension analysis, and distribution strategies. Our RetireRight program provides specialized planning for clients within five years of retirement.
Business Consulting
We assist business owners with entity selection, retirement plan design, and tax-efficient exit strategies. Services include cash flow management, risk assessment, and employee benefit consulting. Our focus is on aligning business financials with personal wealth goals.
People
Steve Stanganelli
Founder & Certified Financial Planner
Steve Stanganelli is a CERTIFIED FINANCIAL PLANNER professional with 25+ years of experience. He holds the CRPC and AEP designations and has been recognized by Paladin Registry and Five Star Professional. Steve specializes in tax-efficient planning for business owners and medical professionals.
Questions
What financial planning services do you offer?
We offer comprehensive services including tax planning, investment management, estate planning, retirement strategies, and business consulting. Our WealthCare plans range from limited-scope modules to full-service platinum packages.
Are you a fiduciary financial advisor?
Yes, we operate as fee-only fiduciaries with no product sales conflicts. We are legally obligated to act in our clients' best interests at all times.
Do you work with out-of-state clients?
Yes, we serve clients nationwide through virtual meetings via Zoom and phone consultations from our Massachusetts and New Hampshire offices.
What tax reduction strategies do you specialize in?
We focus on legal strategies for business owners, including entity optimization, real estate depreciation, stock option planning, and retirement contribution strategies to minimize tax liabilities.
What investment approach do you use?
We employ a core-satellite strategy using low-cost ETFs and alternative investments. Our portfolios are globally diversified and tailored to each client's Risk Number and financial goals.
How are your fees structured?
We use transparent fixed-fee pricing for planning services and 0% AUM fees for investment management. We also offer hourly rate options for specialized projects.
