INVESTING.

PROTECTING.

GROWING.

3 Steps To Protecting &
Growing Your Wealth

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FINANCIAL PLANNING WHERE YOUR INTERESTS COME FIRST

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About Paul


Meet Paul

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Paul Litchfield is a fiduciary Wealth Advisor and Financial Planner. A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties. Typically, a fiduciary prudently takes care of money or other assets for another person. Paul puts clients’ interests first and is passionate about helping his clients meet all their financial needs through comprehensive planning. In 2023 Paul was ranked by Forbes as one of America's Top Next-Gen Wealth Advisors Best-in-state*. Paul was named a 2020 Five Star Wealth Manager* and was also named to the 2020 Top 100 People in Finance Magazine*.

Paul teamed up with Claro Advisors in 2018 to provide his clients with a deep bench of resources. Prior to joining Claro, Paul managed successful investment practices as a Vice President at Ferris Capital and Morgan Stanley. Before transitioning to investment management, he worked for a public accounting firm in Boston as a CPA. Paul is a member of the Board of Advisors for the Massachusetts Society for the Prevention of Cruelty to Children. He also serves on the Board of Directors for The Miss Massachusetts Organization, a subsidiary of the Miss America Organization. He is the founder of AdVenture International, a 501(c)(3) non-profit that he created after spending a summer teaching math and English in Africa.

Paul received a Bachelor’s degree in both accounting and finance from The University of Massachusetts at Lowell and graduated Summa Cum Laude as a Commonwealth Honors Scholar. He holds a Master of Business Administration from The University of Massachusetts at Lowell with high honors. Paul also served on the advisory board at the University of Massachusetts Lowell.

Paul enjoys spending time with his family and supports the following causes: our service men and women, education, and helping mentor future generations. Paul is also a private pilot and enjoys flying airplanes in his spare time.

MISSION


To protect and grow our clients’ assets by putting their interests first and advising them on anything that touches their financial lives.

PROCESS

INVESTING. PROTECTING. GROWING

At Claro Advisors, Paul believes in providing you with a world-class experience. That’s why he uses a tailored process each step of the way, from discovery and strategy to implementation and monitoring, to ensure you’re comfortable with the approach. From the outset of the relationship, he takes the time to truly understand your needs through active listening. You will hear from Paul directly and often. And he will treat your assets as if they were his own.

DISCOVERY

UNDERSTAND YOUR UNIQUE GOALS AND OBJECTIVES

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STRATEGY

DEVELOP CUSTOM COMPREHENSIVE SOLUTIONS

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IMPLEMENTATION

IMPLEMENT PLAN HOLISTICALLY WORKING WITH YOUR OTHER PROFESSIONAL ADVISORS

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MONITORING

MONITOR YOUR PLAN & REVIEW REGULARLY

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WHERE WE ADD VALUE

LIQUIDITY EVENTS

Paul Litchfield has a wealth of experience in helping clients through liquidity events. Whether you’re selling restricted stock, stock options, or have other liquidity, we’ll help you manage your concentrated position, diversify your portfolio, manage tax exposure and devise a new long-term plan for your investment portfolio to match your stated objectives.

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RETIREMENT

You’ve spent your entire life working hard to create a nest egg. But you’re not sure if it’s enough. At Paul Litchfield we work with you to ensure that your investments are aligned with your long-term needs. Our retirement planning experts will help you devise a portfolio that fits your retirement objectives.

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SELLING A BUSINESS

After pouring your heart and soul into building a business we understand the challenges you face when selling a business. Our team has the resources to help you figure out an exit strategy and what to do with your proceeds once they become liquid.

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DIVORCE

This life event forces you to deal with both financial and non-financial matters. Given your time constraints, our divorce planning specialists will help you manage the investment portfolio so that you can devote your time to other important matters. We’ll work diligently seeking to get you the best financial settlement possible.

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INHERITANCE

For some clients this may be your first time coming into significant assets. Many questions come along with inheriting wealth. We’ll work with you to create an investment portfolio and overall financial plan that fits your objectives.

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MANAGEMENT AND MONITORING

You want to know that your money, accounts, and overall assets are protected. We monitor all your accounts that are under our care on a daily basis. We provide proactive communication with you throughout the year including quarterly meetings, newsletters, and being here for you when you need us.

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Featured on

Forbes

Fortune

The Wall Street Jurnal

FA

Top Next Gen

The Business Jurnal

Claro Advisors, LLC
100 High Street, Suite 950
Boston, MA 02110

Toll Free # (800) 604-2838

Fax # (800) 508-1983

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Disclosure: Claro Advisors LLC ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client. Disclosures and Terms of Use. 

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