Clear View Wealth Advisors, LLC

Plan Well. Invest Smart. Live Better.

Clear View Wealth Advisors is an independent fee-only financial planning and state Registered Investment Adviser (MA and NH) based in Amesbury, Massachusetts and serving clients throughout the Merrimack Valley, North Shore and Greater Boston areas from office locations in Amesbury, Wilmington, Burlington and Newburyport.

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 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 based on fixed-fees, hourly rates, or AUM.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

25 Lowell Street, Suite 105 Wilmington, MA 01887 Phone: 617-398-7494 Fax: (866) 654-4301

Primary Office

100 Main Street Suite 13 Amesbury, MA 01913-3802 Phone: (978) 388-0020 Fax: (866) 654-4301

Other Offices

25 Lowell Street, Suite 105 Wilmington, MA 01887 Phone: 617-398-7494 Fax: (866) 654-4301
67 South Bedford Road, Suite 400 West Burlington, MA 01803 Phone: 617-398-7494 Fax: (866) 654-4301
10 State St Newburyport, MA 01950-6604 Phone: (978) 388-0020 Fax: (866) 654-4301