Jeffrey Corey is the principal of the Corey Wealth Management Group and a founding partner of the High Net Worth Team at Claro Advisors, LLC. Clients of Jeff trust him and his teams to navigate the complexities of managing and growing significant wealth while always honoring the purpose and personal values regarding their assets.
Jeff’s teams provide comprehensive wealth management services including investment management, retirement planning, stock option planning, insurance and long-term care planning, estate planning, philanthropy, education planning, etc. Every goal receives attention, and every obstacle has a solution. Jeff and his teams strive to understand what is important to their clients to help deliver an ideal client experience.
Comprehensive wealth management requires collaboration. Jeff and his team work with your other professionals (estate attorneys, CPAs, social security experts etc.) to ensure your investment plan works in harmony with your tax and estate plan; bringing you the most comprehensive service.
Prior to joining Claro, Jeff was a Financial Advisor at UBS and Stifel Nicolaus in Boston. He earned a Bachelor of Science from the University of Massachusetts Amherst. Jeff resides in Southborough, MA with his wife, Stephanie and their two children, Liam and Blake. He stays active playing soccer, basketball, and softball in his free time. Jeff is involved in his local church, Faith Community Church of Hopkinton, and supports a number of causes through the Corey Family Charitable Fund, many of which were inspired directly from his clients.