Every client’s situation is unique. It’s like a puzzle, the way all the pieces fit together. When I see that ‘a-ha moment’ in the client’s eyes—there is nothing more gratifying to me.
Greg holds the CFP®, AIF®, CLU®, and ChFC® designations and recently completed the Whole Family Advisor® training program through Legacy Capitals, which equips him to serve multigenerational families with depth and empathy. He is also a regular speaker at the CEO Forum in Southeastern Massachusetts and Rhode Island, a past guest on Fidelity’s FinPoint podcast, and was featured in Explaining Metal Prices by Yale Business School’s Paul MacAvoy.
Greg and his wife, Julie, have been married since 1999 and live in Newton, MA, with their three children. Family and community are central to his life. He has coached youth soccer, volunteered in his parish, and supported My Brother’s Keeper. When not in Newton, the family spends time on Cape Cod, where tennis, biking, and the outdoors create their favorite memories.
Fun fact: Though he grew up in bustling Mumbai, Greg and his family have found Cape Cod to be their place of peace and connection—where they slow down and make some of their best memories.
Gregory (“Greg”) Pinto is the Founder, CEO and Partner of Altara Wealth. In addition to leading the firm, he works directly with first-generation entrepreneurs, successful professionals, and families to help them build, manage, and preserve their wealth.
Greg’s journey began when he came to the U.S. from Mumbai, India, at age 21. After earning his MBA in finance and corporate accounting from the University of Rochester’s Simon Business School, he began his career at New England Financial in Rochester, NY. While accounting wasn’t the right fit, Greg discovered his true passion in financial planning—solving client challenges and helping families pursue their goals. Over the years, he built the firm from the ground up and today focuses on comprehensive wealth management and multigenerational planning.
Having lived the experience of starting fresh in a new country, Greg deeply understands the drive, challenges, and rewards of building a meaningful life and business. That perspective motivates him to guide clients toward clarity, reduce their stress, and create lasting legacies.
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