Helping you build a richer life.

Our financial advisors provide a personalized wealth management experience designed to be clear, thoughtful, and centered on your goals.

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Employee Stock Options

Planning for Retirement

Leaving a Legacy

HOW WE’RE DIFFERENT

We don’t just manage your money. We help bring clarity to your future.

Plan-optimized portfolios™

We offer hyper-personalized portfolios constructed using disciplined optimization techniques aligned with your financial plan.

Tech-Empowered Advisors

Our proprietary technology enables advisors to provide clearer guidance and undivided personal attention.

Institutional Access

We provide access to sophisticated investment strategies structured with a focus on cost efficiency.

Expert Advice

We plan for tomorrow. You live for today.

Our advisors use modern technology to streamline the experience and help you stay informed, confident, and connected to your plan.

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PERSONALIZED SERVICE

Services built for every season of your life.

Life Planning

Designed to align your wealth with your life’s vision.

Investing

Custom portfolios built to support your long-term goals.

Cash Management

Managing liquidity to support flexibility and financial goals.

Tax Strategy

Proactive tax planning focused on thoughtful tax efficiency.

Risk Mitigation

Risk management strategies tailored to your situation.

Legacy Planning

Planning to help preserve wealth for future generations.

America's Top Financial Advisory Firms 2026

*see disclosures

*Ranking published in conjunction with Newsweek and prepared by Plant-A Insights Group LLC using publicly available SEC data as of September 2025. Editorial recognition only; not an endorsement. No compensation was paid. Past recognition is not indicative of future results.

In our client's words

Navigating the sale of my business was a complex process. Claro provided expert guidance; thoughtfully structuring the process to optimize outcomes, minimize tax exposure, and prepare my family for the future.

Kris, Texas

This testimonial was provided by Kris from Texas, a current client of Claro Advisors Inc. No compensation was provided for this testimonial. Kris’s experience may not be indicative of all client experiences.

OPTIMIZED PORTFOLIOS

Investments designed to fund a fuller life.

Every life is different and every portfolio should be, too. Our highly customized portfolios are tailored to each client’s unique financial and life goals.

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