Claire Wealth Management Email Formats

Financial Services • 51 Sawyer Road, Suite 340, United States • 1-10 Employees

Key Contact at Claire Wealth Management

Emily Claire

Wealth Advisor, Owner

Company overview

Headquarters	51 Sawyer Road, Suite 340, Waltham, MA 02453, US
Website	clairewm.com
NAICS	52
Keywords	Investments, Families, 403(B), Roth Ira, Disability Insurance, Life Insurance, Financial Plans, Long Term Care Insurance, 401(K), Retirement Plans, Retirees, Business Owners, Sep Ira, Simple Ira, Traditional Ira, Pre-Retirees, High Income Professionals
Founded	2025
Employees	1-10

About Claire Wealth Management

My purpose as a wealth advisor is to help my clients achieve financial well-being throughout their lives. I serve as a coach, an advocate, and a connector. While I certainly help clients with investments, life insurance, and comprehensive financial planning, my role extends far beyond these technical aspects. I collaborate with their CPAs to develop tax-efficient strategies and work alongside their estate planners to ensure effective wealth transfer. Education is also a cornerstone of my approach, as I believe informed clients are empowered clients.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Claire Wealth Management has never raised funding before.

Frequently asked questions

Claire Wealth Management is located in 51 Sawyer Road, Suite 340, US.

Claire Wealth Management was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

Claire Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Claire Wealth Management

Emily Claire

Wealth Advisor, Owner

4.8

40,000 users