Alta Wealth Advisors
Financial Services
Woburn, Massachusetts, United States
8 employees
- Employees
- 8
- Contacts
- 4
- Emails
- 4
- Phones
- 1
Alta Wealth Advisors Overview
- Headquarters
- Woburn, Massachusetts, United States
- Website
- altawealthadvisors.com
- Industry
- Financial Services
- Employees
- 8
- Founded
- 2018
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Alta Wealth Advisors
We offer strategies to delve into matters of consequence to your financial future that others might very well overlook. Our purpose is to help you pursue your personal and financial objectives so you can focus on what matters most. We hold ourselves to a higher standard of planning as our client’s goals and interests are first priority. We take the time to learn and explore each client's situation to develop a strategy that is suitable and customized. Alta works closely with the industry’s top thought leaders, asset managers, technological services, and planning specialists to ensure competency, trust, and execution. Our advisors bring insight from the outside to help you avoid emotionally driven decisions in important money matters. At Alta Wealth Advisors, we differentiate ourselves by upholding to a fiduciary standard to provide investment recommendations to serve our client’s best interests. We utilize a team approach by working closely alongside “your team”, example: CPA’s, attorney’s, etc. We find that this collaborative and involved approach elevates our clients experience to be able to achieve both their personal and financial goals. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which the financial consultants affiliated with Pinnacle Private Wealth are registered to do business, please visit www.altawealthadvisors.com.
Alta Wealth Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Alta Wealth Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Nicole Somers | Wealth Management Associate Series 7 and 66 Registered | Greater Boston, United States |
Email
Phone
|
| Melissa Golden | Operations Manager at Alta Wealth Advisors | Reading, Massachusetts, United States |
Email
|
| Bryan Parks, Aif® | Managing Partner at Alta Wealth Advisors Llc | Chelmsford, Massachusetts, United States |
Email
|
| Zachary Leighton | Vice President, Financial Advisor at Alta Wealth Advisors Crc® | Waltham, Massachusetts, United States |
Email
|
Employees by Management Level
Individual contributor
3 profiles
Executive
2 profiles
Manager
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 2 | 2 | 0 |
| General | 1 | 1 | 1 |
| Operations | 1 | 1 | 0 |
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