Altara Wealth Launches as $1B+ Independent Advisory Enterprise
Altara Wealth Launches as $1B+ Independent Advisory Enterprise
Altara Wealth officially launches as the unified enterprise of Boston Wealth Strategies and SullivanKreiss Financial, bringing together more than 30 years of experience, a team of 20+ professionals, and over $1 billion in assets under advisement (as of 03/31/2025) into a modern, scalable advisory firm built for long-term client impact.
The name Altara echoes the Latin root alta, meaning high or elevated, suggesting clarity from a broader vantage point. ItŹ¼s human and memorable, built to evolve over time. The name resonates across generations—aspirational without being exclusive, and reflective of a firm that embraces complexity and honors legacy.
With full teams in Needham and Westborough, Altara Wealth delivers boutique-level service supported by the structure, specialization, and depth of an integrated advisory enterprise.
“I am incredibly proud of the future of Altara Wealth as we continue to guide our clientsŹ¼ financial journeys for generations to come,Ė® said Kerri Sullivan-Kreiss, CFP®, AIF®, CDFA®, President. “This merger strengthens our resources, deepens our expertise, and enhances our ability to deliver next-generation planning and investment guidance.Ė®
Altara Wealth is led by a seasoned, credentialed leadership team supported by a deep bench of planning, investment, and operations professionals. The firm includes 10 CFP® professionals, a dedicated investment research division, and a comprehensive operations and analytics platform.
“Altara Wealth brings together two firms committed to helping clients understand where they are today and confidently plan for their future,Ė® said Patrick Hinton, CFP®, ChFC®, CLU®, AIF®. “IŹ¼m especially excited for the next generation of planners who will help lead our firm and support families for years ahead.Ė®
Altara Wealth offers comprehensive, process-driven financial planning across all areas of a clientŹ¼s financial life, supported by a CIO- led investment team responsible for research, portfolio construction, due diligence, and ongoing oversight.
“We are building a 100-year firm—one designed to serve families across generations,Ė® said Gregory J. Pinto, CFP®, ChFC®, CLU®, AIF®, MBA, CEO.
Altara Wealth represents the evolution of independent advice—an enterprise built for continuity, growth, and meaningful client impact.