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Monday 8am - 4:30pm Tuesday 8am - 4:30pm Wednesday 8am - 4:30pm Thursday 8am - 4:30pm Friday 8am - 4:30pm

Altara Wealth

Securities and advisory services offered through Commonwealth Financial Network®, Member www.finra.org / www.sipc.org, a Registered Investment Advisor. Privacy

This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, CT, DC, FL, GA, ID, IL, MA, MD, ME, MI, MO, NC, NH, NV, NY, OH, OK, OR, PA, RI, UT, VA, VT ,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC-

or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

07/30/2026

he best return on your investment isn't a number on a page, it's moments like this. Financial planning should give you the freedom to enjoy them. Let's help you get there.

07/22/2026

On July 26, 1990, the landmark Americans with Disabilities Act (ADA) changed the legal landscape for accessibility and inclusion in the U.S.

And every July since 2015, Disability Pride Month has celebrated disability as a vital, visible part of human diversity.

This July, we honor the strength it takes to live fully as yourself and affirm the right of every person to be seen, valued, and included exactly as they are.

07/21/2026

Markets go up and down, but peace of mind shouldn't. A solid financial plan means having cash set aside for the unexpected, not just a growth strategy. Let's talk about what that looks like for you.

06/25/2026

The $100M Club has a new member!

Our President and Founding Partner, Kerri Sullivan-Kreiss, was recently named to InvestmentNews’ $100M Club: Top Female Advisors 2026! This exclusive list celebrates women with over $100M individual AUM who are transforming the landscape of wealth management by setting new standards for client service, leadership, and innovation.

Congratulations Kerri, and thank you for your leadership and dedication to our clients!

2026 InvestmentNews $100M Club: Top Female Advisors, created by InvestmentNews. Presented 9/17/2026, based on data gathered from the January to December 2025. Not indicative of advisor’s future performance. Your experience may vary.

06/21/2026

Happy Father's Day to the fathers, father figures, and mentors who guide, support, and lead by example.

Your dedication shapes the people we become and the futures we build.

Thank you for everything you do.

06/19/2026

Today we honor Juneteenth, a celebration of freedom, resilience, and the ongoing work toward justice and equality.

As we reflect on this important milestone in American history, we're reminded that building a better future requires commitment from all of us.

06/17/2026

Pride is about authenticity, courage, and the freedom to live fully as yourself.

This June, we celebrate the progress made and acknowledge that we're still building a future where everyone feels valued, respected, and empowered to thrive.

Here's to love, acceptance, and moving forward together. 🏳️‍🌈

06/15/2026

We've got a new member of the Altara Wealth team!

Join us in welcoming Dina Sonenshein as Director of Finance and Operations. Dina brings nearly two decades of experience helping financial services firms build enduring, scalable businesses.

Her expertise in firm structure, leadership development, and strategic planning strengthens our foundation as we continue to grow and serve clients for generations to come.

Welcome to the team, Dina!

Learn more about Dina and the rest of the team at https://www.altara-wealth.com/our-team/

05/25/2026

Today we pause to remember and honor those who made the ultimate sacrifice for our freedom.

Your bravery and courage will never be forgotten.

05/22/2026

Markets bounced back in April despite ongoing geopolitical uncertainty.

After a turbulent start to the year, equities reversed course and surged near record highs, driven by exceptional corporate earnings that nearly doubled expectations.

Our CIO Jason Edinger breaks down what's moving markets and what we're watching 👇

https://hubs.ly/Q04hFfy50

Address

1700 West Park Drive
Westborough, MA
01581

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 4:30pm
Thursday	8am - 4:30pm
Friday	8am - 4:30pm

Telephone

+15083510770

Website

http://www.altara-wealth.com/

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