Build a richer life.

Our financial advisors deliver a wealth management experience that is simpler, smarter and focused entirely on you.

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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 clarify your future.

Goals-Based Planning

We offer hyper-personalized portfolios optimized for your unique plan.

Tech-Empowered Advisors

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

Institutional Access

We bring you sophisticated investment strategies without the traditional high fees.

Expert Advice

We plan for tomorrow. You live for today.

Our advisors use best-in-class technology to simplify the process, ensuring you always have a clear understanding of your financial possibilities.

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ELITE SERVICE

Services built for every season of your life.

Life Planning

Aligning your wealth with your life’s vision.

Investing

Custom portfolios designed for your long-term growth.

America's Top Financial Advisory Firms 2026

*see disclosures

Cash Management

Optimizing your liquidity for flexibility and growth.

Tax Strategy

Proactive planning to help you keep more.

Risk Mitigation

Safeguarding your assets against the unexpected.

Legacy Planning

Preserving your wealth for future generations.

*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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