Network·Family Office
📍 BOSTON, MA
SEC CRD #801-80372
"You've Worked Hard to Build Wealth - We Help You Keep It." With innovative, protective investing and proactive tax planning, you can enjoy the retirement you deserve. Experience You Can Trust Solutions that Stand Apart After over 20 years working at some of the industry's largest financial institutions, I saw a recurring problem: conventional strategies, outdated products, and advice shaped more by firm limitations than client needs. I’ve made it my mission to provide a better solution—one that offers investors the level of care, insight, and innovation that’s too often missing from the traditional advisory experience. At Claro Advisors, we do things differently. Investors Trust Claro Advisors to Help Them Keep More of Their Money Protective Investing Solutions We have deep expertise in structured notes —a rapidly growing set of institutional-grade strategies designed to provide more protection and income than traditional stocks or bonds. Learn more at StructuredNotes.com Institutional protective investing strategies designed as safer alternatives to stocks and bonds. --> --> Tax Optimization Services Our AI-powered tax return review uncovers overlooked opportunities to reduce your tax bill and improve after-tax returns. Visit TaxSavingStrategies.com Our AI-powered Tax Return review process gives feedback and recommendations to optimize your tax position. --> Client Experience Reviews See what our clients are saying. With a proven track record of satisfaction, Claro Advisors
JENNIFER STREET
CHIEF COMPLIANCE OFFICER
📞 (800) 604-2838
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AUM
$1.4B
Location
BOSTON, MA
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