Altara Wealth

Altara Wealth is a Needham financial planning and wealth management firm that works with clients whose lives and finances are in motion. It focuses on tech innovators, life science professionals and business owners facing high-stakes decisions, as well as families passing wealth between generations through trusts and succession planning. The firm also guides people through sudden change, such as loss, divorce or an unexpected inheritance, when they find themselves managing wealth alone.

Altara formed from the merger of Boston Wealth Strategies and SullivanKreiss Financial, an idea that took shape over dinner when the founders realized they shared a vision of a 100-year legacy serving many generations of families. The name comes from “alta,” meaning elevation. Planning starts with listening to a client’s story, then translates terms and strategies into lived outcomes, and the team works as one unit, pooling diverse expertise on each client’s plan.

What to Know

• Planning for the shift from building wealth to living on it covers early exits, career transitions and stepping back from a business.
• The leadership team includes a chief investment officer and a director of financial planning services.
• It is a member of the Charles River Regional Chamber.