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Moving Forward,
Together

Altara Wealth has grown through a thoughtful merger designed to strengthen how we serve you. While our name and team have expanded, our role remains the same: to walk beside you, help you make sense of complexity, and support the life you’re building, now and into the future.

A Message from Our Founders

Before anything else, we wanted you to hear directly from us. This merger was guided by shared values, mutual respect, and a belief that planning works best when it evolves alongside real life. In this message, we share why we made this decision and what it means for you.

“Our vision in merging was to provide the highest level of financial planning and wealth management expertise to our clients today and for generations to come. Since joining forces, we’ve expanded our team, refined our processes, and enhanced the services and resources available to our clients. We’re energized by the progress and remain steadfast in delivering excellence and long-term support for the families we serve.”
 
 
Patrick J. Hinton CFP®, ChFC®, CLU®, AIF®,
Founding Partner, Senior Financial Planner

“Bringing Boston Wealth and SullivanKreiss Financial together under one brand and identity was a strategic step toward building a stronger, more resilient firm. Our merger was rooted in one belief: our clients deserve more — more expertise, broader perspective, and deeper resources. In the months since, we’ve strengthened our team, refined our processes, and expanded our capabilities to our clients while preserving the relationships that define us. The forward momentum we’re experiencing affirms we made the right move for our clients and our future.”
 
 
Gregory J. Pinto, CFP®, ChFC®, CLU®, AIF®, MBA,
Founding Partner, Chief Executive Officer

“Our vision in merging was to provide the highest level of financial planning and wealth management expertise to our clients today and for generations to come. Since joining forces, we’ve expanded our team, refined our processes, and enhanced the services and resources available to our clients. We’re energized by the progress and remain steadfast in delivering excellence and long-term support for the families we serve.”
 
 
Kerri Sullivan-Kreiss, CFP®, AIF®, CDFA®,
Founding Partner, President

What Changed
and Why It Matters

This wasn’t change for the sake of change. It was a deliberate step to bring together complementary strengths so your planning feels clearer, more supported, and better equipped for whatever comes next.

Stronger Platform Capabilities

Behind the scenes, we’ve expanded our technology and infrastructure so your experience is smoother, more secure, and better supported.

Expanded Leadership & Expertise

You now benefit from a broader leadership team with diverse experience, deeper insight, and shared responsibility for the quality of your planning.

Broader Product Offering

Our services have grown to better meet life’s complexity, especially around transitions, equity compensation, business ownership, and legacy planning.

Improved Support & Scale

As your life evolves, so does our ability to support it with more hands, more knowledge, and more continuity.

What This Means for You

With these changes in place, your relationship with us stays familiar, but becomes more supported. You’ll continue working with people who know your story, now backed by expanded resources and collective thinking.

The same trusted advisors and relationships
A wider bench of specialists behind the scenes
Stronger coordination across planning, tax, and strategy
More continuity as life and your needs change
A planning process designed to grow with you

Care, Backed by Collective Thinking

Great planning doesn’t come from one person, it comes from shared insight, thoughtful collaboration, and people who genuinely care about doing right by you. Our combined team brings together diverse experience, perspectives, and strengths so you’re never navigating change alone.

Planning & Strategy

Long-term thinking that adapts as your life evolves.

Client Experience

Clear communication, thoughtful follow-through, and human support at every step.

Operations & Stability

Strong systems that quietly ensure everything works as it should.

Growth & Innovation

Continuous improvement so your planning never stands still.

Looking Ahead with Intention

We’re focused on steady growth, thoughtful innovation, and deepening the relationships that matter most. That means continuing to invest in our people, refining our planning process, and staying present through every season, not just the milestones.

This isn’t about moving faster. It’s about moving well with clarity, care, and purpose.

We’re Here for the Conversations That Matter

If you have questions, want to talk through what this means for you, or simply want reassurance, we’re here. The best partnerships always begin with a conversation.

Get in Touch