About Us

Altara started with a simple
conversation.

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.

Our Approach

Rooted in ‘alta,’ meaning elevation, our name Altara reflects how we see wealth: not as something static, but as something that moves with you through every season of your life.

We start with context.

You can’t make good decisions without the context of a plan to work from.

Leave it to us.

Partnership means you don’t have to become a financial expert—you just need to work with one.

We think together.

Your planning gets stronger with our collective thinking; it’s what we do best together.

We keep it clear.

Our planning process is designed to be clarifying, translating terms and strategies into lived outcomes.

Good planning comes from good
listening.

We understand your story first, then build from there.

Meet Our Team

Here’s what our clients are saying.

I came to Boston Wealth Strategies following a lot of changes in my life. I had recently moved, bought a house, and started a new job; I was looking for advice on how to better manage and more effectively utilize and grow my finances. Jack has now been my financial partner for nearly five years. I find great value in being able to pursue my financial goals without needing to personally manage all of the details; this effortlessness has been achievable thanks to the trust that Jack and the Boston Wealth Strategies team have earned. I appreciate knowing that my finances are being thoughtfully managed and invested in strategic ways aligned with my near and long-term plans and are continuously being assessed against global market trends to be as effective as possible. As an engineer, I tend to be data driven, so being able to see the progress of my investments and how adjustments in planning lead to positive results has been particularly rewarding.

– Brian Doyle, 10/8/2024

This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.