Claire D Hart
Claire is the founder of Hart Asset Management, LLC, established in 2001. With three decades of experience serving both corporate and individual clients, she specializes in business, retirement, and estate planning strategies for clients across the United States. Claire is committed to building lasting relationships by truly understanding each client’s unique financial goals and designing personalized investment strategies to help them achieve long-term success.
A respected and sought-after advisor in South Florida, Claire brings both depth of expertise and refined perspective to her practice. Born in New York and raised in Connecticut, she earned her Bachelor of Science degree in Information Systems with a minor in Business from Pace University. Her extensive knowledge of financial markets, combined with decades of hands-on experience, has positioned her as an innovative leader in the financial services industry. She is known for cultivating long-standing client relationships built on transparency, integrity, client-focused environment built on trust, open communication and exceptional service.
Claire’s practice focuses on two core pillars of comprehensive wealth planning:
Investment Management – Delivering customized portfolio strategies designed to preserve and grow wealth, with careful attention to risk management, diversification, and long-term performance.
Health & Long-Term Care Planning – Providing strategic guidance on healthcare and long-term care considerations, helping clients evaluate appropriate solutions while preserving financial independence and protecting generational wealth. Claire serves strictly as an advisor, ensuring recommendations remain aligned with each client’s best interests.
Claire began her career in 1996 with Dean Witter and later Prudential Securities, where she built a strong foundation in investment strategy and client service before establishing her own firm. She holds Series 7, 63, 24, and 65 registrations and is a licensed life, health, and variable annuity agent in the state of Florida. As an independent advisor, she offers clients access to a broad and carefully curated range of investment and planning solutions without the constraints of a single institution.
Outside of her professional life, Claire values time with her two daughters and takes great pride in watching them grow into accomplished young women. She enjoys travel, coastal living, fitness, and the simple pleasures of family time, baking, and friendly competition over a game of Scrabble. A long-time resident of Northwest Broward County, she has called the area home for over 25 years.