Clari Nolet, CFP®, CDFA®, Senior Financial Advisor with over 16 years of experience— I help my clients navigate their financial situation through comprehensive financial planning. I focus on helping my clients visualize the future impact of tradeoffs and decisions that need to be made so they can confidently move forward. Having experienced divorce and a successful career in the semiconductor industry shaped my viewpoint and gave me unique insight into midlife changes women experience. I graduated from Suffolk University's Sawyer School of Management with an MBA in Finance and St. Lawrence University with a B.S. in Chemistry. When I'm not working, I'm an avid tennis player and devote my time to environmental causes.  Learn more about Clari Nolet...

Things to know:  

• Complimentary consultation at the beginning of the process. 
• We meet with clients on their terms - in the office or online. 
• Our goal is to build long-term relationships with our clients by providing proactive, smart, and flexible services  
• Each client is supported by a primary advisor and our client service team, so your day-to-day service issues can be handled with ease.  
• We are 100% employee-owned (by 11 principals), with no outside investors or private equity. 
• We seek to create a "one-stop-shop" experience, coordinating with your other professional advisors.  
• The services we provide are most beneficial to clients with more complex financial needs; our minimum client size is $1 million in assets managed.