Steve  Stanganelli

Steve Stanganelli

| CFP®, CRPC®, AEP®

Clear View Wealth Advisors

617-398-7494

Contact Me

Plan Well. Invest Smart. Live Better. Fee-Only Financial Planner serving New Hampshire and the Boston, MA area with Offices in Amesbury, Burlington, Newburyport and Wilmington

Specialties

  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Hourly Planning Fee Structure
  • Middle Income Client Needs
  • Tax Planning and Preparation
  • Divorce Financial Planning
  • Unmarried and Same-Sex Couples
  • Advising Medical Professionals
  • 401(k) Plan & Self-Directed IRAs

Website

Visit Us

12 Amidon Avenue
Amesbury, MA 01913

25 Lowell St
Suite 105
Willimington, MA 01887

By Appointment
Burlington, MA

By Appointment
Newburyport, MA

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Steve Stanganelli is a Fee-Only Fiduciary Financial Planner serving Massachusetts and New Hampshire from offices in Amesbury, Newburyport, Wilmington and Burlington. Steve personally works with clients from the Greater Boston area to southern New Hampshire and the Seacoast. Clear View Wealth Advisors, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Steve Stanganelli is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Retirement Planning Counselor (sm) and ACCREDITED ESTATE PLANNER.

His practice encompasses qualified plan design, retirement income planning, investment management, divorce financial analysis, college funding strategies, and tax planning.

BACKGROUND
 
Steve Stanganelli is a five-star rated, board-certified fee only financial planning professional who has over 20 years of experience coaching individuals and businesses on ways to improve and protect their personal or business bottom line.
 
Mr. Stanganelli earned his Master of Science degree in Finance (MSF) with a concentration in Personal Financial Planning from Bentley College of Waltham, Massachusetts with high distinction.  Mr. Stanganelli is also an honors graduate of the University of Massachusetts – Lowell and active with alumni and advisory groups on campus currently.
 
Professionally, he has earned the CERTIFIED FINANCIAL PLANNER ™, CHARTERED RETIREMENT PLANNING COUNSELOR ™ and ACCREDITED ESTATE PLANNER designations.  He is an active member of the Financial Planning Association of Massachusetts, the Massachusetts Collaborative Law Council, and the Merrimack Valley Estate Planning Council.  He is a featured advisor providing content and commentary on a range of financial, investing, retirement, tax, college and divorce planning topics on various platforms including the Paladin Registry, Brightscope, Money Tips, and Investopedia.

Visit My Planning Niche Websites for Divorce Financial Planning, Collaborative Divorce Planning and College Financial Planning .
 
PERSONAL NOTE from Steve Stanganelli

Professionally, I see myself as a financial coach or navigator.  My role is to help clients navigate the sea of confusion that is personal finance. I have worked hard to develop my experience and assemble the kinds of tools that are needed to help my clients with a variety of financial challenges including divorce, funding college tuition and building efficient portfolios for long-term investing goals.

In my professional work I am humbled knowing that people entrust me with their hard-earned wealth — regardless of the amount — or seek my guidance on any number of life-changing issues that can affect their personal bottom line. I find it rewarding and humbling each time a client entrusts me not just with their money to manage but their dreams.

I am like many of my peers, a member of the “Sandwich Generation” helping to care for elderly parents while raising a family of my own.

I know what it feels like trying to deal with the frustrating details of Medicare and the Part D “donut hole.”  I know what it feels like to juggle the responsibilities as an elder care giver with the demanding schedule of raising an infant.

I know all too well the sense of loss created by an unexpected corporate downsizing or downturn in business or sudden death of a loved one.

Like many of you who may read this, I lead a complex life – husband, father, son, homeowner, landlord, professional by day, weekend athlete (road cyclist in my case).

I can relate to the challenges my clients have faced or will meet.  And I genuinely want to share my wisdom, experience and training to help others make the most with their lives.

While my parents did well enough for themselves and their family to achieve the American Dream, we live in much more complex times distracted by our many roles and daily challenges requiring more professional help to make sense of all the choices confronting us.

You don’t have to confront these varied challenges on your own when you can gain from the perspective of someone who’s been there, seen that and knows how to bring this experience to life to help.

Read More...

Who We Are

Clear View Wealth Advisors is an independent fee-only fiduciary financial planning firm and Registered Investment Adviser based in Amesbury, Massachusetts and serving clients throughout the Merrimack Valley, North Shore and Greater Boston and southern New Hampshire/Seacoast areas from office locations in Wilmington, Burlington, Amesbury  and Newburyport. The firm is registered in Massachusetts and New Hampshire and serves clients nationwide where permitted.

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 strive to work with a small, select group of individuals on an ongoing basis as a trusted advisor. This group includes business and investment real estate owners, single women, same-sex couples, business managers, professionals, entrepreneurs, and pre-retirees living and working throughout eastern Massachusetts, Greater Boston and the North Shore as well as the Seacoast area of New Hampshire including Portsmouth, Exeter, Hampton and Dover.
 
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. We have no minimum income or net worth requirements.

What We Do for Clients

We offer different levels of service based on each client's specific needs ranging from financial planning on an hourly basis or projects on a fixed fee basis up to comprehensive financial planning and advisor-directed investment management on either a fixed fee or assets under management fee model.

Why People Hire Us

We are approachable, non-judgmental and objective. We offer a planning-first approach to help you develop a road map for your life’s journey.

Our clients represent a range of individuals, couples, families and organizations, including: young professionals, retired couples, business owners, single women and managers in high tech as well as medical and dental professionals.

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 service with 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.

----------------------------------------------------------------------------------------------------------

Steve Stanganelli is a five-star rated, board-certified financial planning professional who has over 20 years of experience coaching individuals and businesses on ways to improve and protect their personal or business bottom line.
 
Mr. Stanganelli earned his Master of Science degree in Finance (MSF) with a concentration in Personal Financial Planning from Bentley College of Waltham, Massachusetts with high distinction.  Mr. Stanganelli is also an honors graduate of the University of Massachusetts – Lowell and active with alumni and advisory groups on campus currently.
 
Professionally, he holds the CERTIFIED FINANCIAL PLANNER ™, ACCREDITED ESTATE PLANNER and CHARTERED RETIREMENT PLANNING COUNSELOR ™ designations.

 

Read More...