Altara Wealth

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.

We've got a new member of the Altara Wealth team!Join us in welcoming Dina Sonenshein as Director of Finance and Operati...
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/

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

Markets bounced back in April despite ongoing geopolitical uncertainty.After a turbulent start to the year, equities rev...
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

We're investing in more than just portfolios. We're investing our time and giving back to the communities we serve. Our ...
05/15/2026

We're investing in more than just portfolios. We're investing our time and giving back to the communities we serve.

Our team recently volunteered at The Giving Factory with Cradles to Crayons Massachusetts The Altara crew checked, sorted, and packaged clothing donations to prepare them for distribution to kids in our community.

Thank you Cradles to Crayons for the incredible work you do and for the opportunity to be a part of it!

Nurses, thank you for the compassion, skill, and dedication you bring to helping us heal and keeping us healthy. Your co...
05/12/2026

Nurses, thank you for the compassion, skill, and dedication you bring to helping us heal and keeping us healthy.

Your commitment to our health and well-being doesn't go unnoticed. Thank you for everything you do.

Happy International Nurses Day! 💙

Happy Mother's Day to those who nurture, guide, and inspire us. And to the ones whose love and care shapes a brighter fu...
05/10/2026

Happy Mother's Day to those who nurture, guide, and inspire us.

And to the ones whose love and care shapes a brighter future for us every day. 💐

We've got a new member of the Altara Wealth team to welcome!Join us in welcoming Yahir Olguin as a new Client Service As...
05/06/2026

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

Join us in welcoming Yahir Olguin as a new Client Service Associate at our Needham and Westborough locations.

🧑‍🍳 Fun Fact about Yahir: He worked as a sous chef at an Italian restaurant in high school, sparking a lifelong passion for food and a dream to one day open a restaurant and earn a Michelin star!

We'll be first in line for a reservation, Yahir!

Learn more about Yahir and the rest of the team at https://hubs.ly/Q04fxCxc0

Mental health and financial health go hand in hand. May is Mental Health Awareness Month, a time to recognize that true ...
05/05/2026

Mental health and financial health go hand in hand.

May is Mental Health Awareness Month, a time to recognize that true well-being isn't complete without both.

Let's prioritize our total health and support one another in building healthy, balanced lives.

Geopolitical tensions in the Middle East have introduced heightened uncertainty to financial markets. While short-term v...
04/30/2026

Geopolitical tensions in the Middle East have introduced heightened uncertainty to financial markets. While short-term volatility can be unsettling, history shows us that maintaining a disciplined, long-term investment approach remains the most effective strategy during periods like this.

Our latest webinar provides timely insights on navigating uncertainty, recent market performance, and the key variables we're monitoring as this situation unfolds.

Watch the webinar now: https://hubs.ly/Q04c7SMB0

New titles, same amazing team. Congratulations to David Valley on his promotion to Paraplanner, and Grace Sun on her pro...
04/28/2026

New titles, same amazing team.

Congratulations to David Valley on his promotion to Paraplanner, and Grace Sun on her promotion to Financial Planner!

Your hard work and dedication to our clients is a credit to our firm, and we're excited to celebrate this next step in your careers with you.

Address

1700 West Park Drive
Westborough, MA
01581

Telephone

+15083510770

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