Personalized Client Experience
SWAN Formula™ Process allowing client to Sleep Well at Night
About Claro Advisors
Most financial advisors might start by proposing different investments or recommending that you buy a product or sell your existing investments. We think differently at Claro. The process starts with you.
Our passion is working with clients to deliver a world-class experience. We love what we do. Our purpose is to simplify and manage your financial life so that you can give attention to the endeavors that you care about and that demand your time.
Your Advisor
James Abbott AIF®, PPC®
Vice President, Wealth Advisor, Claro Advisors
With decades of experience guiding families, retirees, and business owners, James helps clients make confident financial decisions. He focuses on personalized planning, long-term security, and helping clients Sleep Well at Night through the SWAN Formula™ process.
“Our mission is your clarity, security, and peace of mind.”
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