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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

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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.

10/22/2026

The end of the year will be here before we know it. Fall is a great time to take a fresh look at your financial goals, review what’s changed, and start thinking about what you want the year ahead to look like.

A little planning now can help you head into the new year with greater clarity and confidence.

10/16/2026

We’ve recently hosted several webinars covering timely topics in financial planning, market updates, and more.

If you missed one, recordings are available upon request. Reach out to the Altara Wealth team if you’d like to watch a recent webinar.

10/08/2026

October is Breast Cancer Awareness Month. 💗
This month, we’re recognizing everyone who has been affected by breast cancer — those navigating treatment, those supporting loved ones, and those we remember.

10/05/2026

A lot has changed at Altara Wealth, and we’re excited to share what’s next.

Join us for our State of Altara Client Update to hear how we’ve evolved, what we’ve been investing in, and what it means for you.

Save your spot and register today!

State of Altara: 12PM Session:
https://hubs.ly/Q04z1B-G0

State of Altara: 6PM Session:
https://hubs.ly/Q04z1BZT0

09/29/2026

From September 15 through October 15, we recognize Hispanic Heritage Month and celebrate the history, culture, and contributions of Hispanic and Latino communities.

At Altara Wealth, we’re grateful for the opportunity to serve clients and families from diverse backgrounds and communities.

09/24/2026

Turning 65 means making some important Medicare decisions.

If you’re approaching Medicare, or helping a parent navigate it, this conversation can help you better understand your options.

Register Today! https://hubs.ly/Q04wK7dm0

09/15/2026

We’re excited to recognize two recent accomplishments at Altara Wealth!

Congratulations to David Valley on passing the CFP® exam and Carter Scheetz on passing the CPWA® exam.

Their continued commitment to professional development strengthens the knowledge and expertise we bring to our clients every day.

09/11/2026

Today, we remember those who lost their lives on September 11, 2001, and honor the first responders and others who showed extraordinary courage and selflessness.

We will never forget.

09/09/2026

Caring for aging parents can bring financial questions and decisions that families may not be prepared for.

Join Altara Wealth for Caring for Aging Parents: Planning with Confidence, a virtual discussion focused on the financial considerations that come with planning for an aging parent or loved one.

Register Today! https://hubs.ly/Q04wJWZT0

09/07/2026

Wishing you a safe and enjoyable Labor Day from everyone at Altara Wealth.

We hope you enjoy the long weekend with family and friends.

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/

Alerts

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