My Partners

My affiliation with Bay Financial Associates and LPL Financial ensures that my practice is backed by best-in-class technology, forward-thinking leadership, and timely market research. Clients can have confidence in the continuity of service, knowing they will always be well-supported.

Bay Financial Associates

I am proud to be affiliated with Bay Financial Associates, a wealth management group located in Waltham, MA. This esteemed firm has been serving the greater Boston community since 1951. Their forward-thinking leadership and best-in-class technology ensure that my practice is always supported by the latest advancements. Clients can rest assured they will have continuity of service, even when I am out of the office.

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Bay Financial Associates (BFA) is a marketing name for a supervisory branch of LPL Financial that supports assigned independent advisors at LPL Financial, a broker/dealer and registered investment advisor. Through BFA, Claire Wealth Management has access to additional resources, such as administrative support and investment research. Claire Wealth Management is a separate entity from LPL financial and Bay Financial Associates.

LPL

I partner with LPL Financial because it combines the robust technology, research, and support of a Fortune 500 investment services firm with a service-minded approach. This partnership gives me the autonomy to choose the planning tools and technology that best fit my clients' needs. Clients have the flexibility to choose from a wide array of managed or non-managed investment approaches. The annual review process with LPL is simple and easy, allowing clients to choose the level of detail they want to explore. The freedom to run my practice and develop my own brand enables me to better meet the unique needs of each client.

About LPL

LPL By The Numbers

LPL Research