SERVICES

Built for every
season of your life.

A unified approach to your financial life, from daily needs to future legacies.

LIFE PLANNING

LIFE PLANNING

The roadmap for real life

We align your financial resources with your personal milestones to help you prepare for what's next.

Family Milestones Career Shifts Retirement
INVESTING

INVESTING

Sophisticated investing, made accessible

Access a range of sophisticated investment strategies, including direct indexing and custom portfolios tailored to your goals.

Wealth Building Employee Stock Options Alternative Investments
CASH MANAGEMENT

CASH MANAGEMENT

Liquidity that works harder

High-yield solutions and automated tools allow you to maximize your cash without sacrificing access.

Income Planning Efficient Liquidity
TAX STRATEGY

TAX STRATEGY

A smarter approach to tax strategy

We use proactive tax-loss harvesting and thoughtful asset location strategies designed to improve tax efficiency.

Liquidity Windfall Planning Sophisticated Strategies
RISK MITIGATION

RISK MITIGATION

Protect what you've built

We identify potential blind spots and develop strategies to help manage risk through comprehensive insurance and liability reviews.

Liability Gaps Lifestyle Protection
LEGACY PLANNING

LEGACY PLANNING

Impact beyond your lifetime

We help structure your estate to support the people who matter most.

Wealth Transfer Charitable Giving

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Learn more about joining Claro Advisors.
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What does your simpler, wealthier life look like?