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Altara Wealth

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Financial Services

About

Altara Wealth is the merging and next chapter of Boston Wealth Strategies and SullivanKreiss Financial. Our story began over dinner, when we realized we shared the same vision: to build a 100-year legacy of doing as many good things for as many generations of families as we can.

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Contacts

Primary
Azadeh Ward
Financial Advisor

Julie Baker
Billing Contact

Jason Edinger
Chief Investment Officer

Jack Heintzelman
Financial Planner

Pat Hinton
Senior Partner

Drew Inglesi

Caroline Knights
Financial Planner

Coley O'Donnell
Financial Planner

Gregory Pinto
Senior Partner

Financial Services
Carter Scheetz
Financial Planner

Ethan Smith
Chief Operating Officer

Grace Sun
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