Alta Wealth Advisors
After working together for 15 years, Bryan Parks, Michael Viti, Paul Brissenden, and Vincenzo Stuto found the key to financial industry success: constant, relevant communication is essential to keep clients satisfied. That commitment to open, timely communication is what has propelled Alta Wealth Advisors to exponential growth in just a few short years.
In 2018, Parks, Viti, Brissenden, and Stuto pooled a combined 70 years of financial industry experience to create Alta Wealth Advisors. Using expertise gained across the financial industry, including high-level roles in large banks, private wealth firms, and RIAs, the four partners are committed to creating comprehensive, tailored portfolios and providing excellent client experiences. The Alta Wealth Advisors team works together to provide high net worth clients in the government, technology, and healthcare sectors with holistic advisory services to address individual, complex situations. The company is an independently owned and operated RIA, managing more than $450 million in assets from offices in Needham and Woburn, Massachusetts, with LPL Financial acting as its broker dealer on the brokerage side and custodian on the RIA side.
Last year was Alta Wealth’s best year to date, thanks to both organic growth and some acquisitions. The company’s organic growth comes exclusively through referrals from satisfied customers, thanks to the exceptional service the team provides. In addition, Alta Wealth acquired a book late last year and saw its retention rate surpass 99 percent thanks to its adaptability to different working styles. Alta Wealth’s success has also stemmed from a focus on risk management, a primary concern for many customers. In an effort to set themselves apart from their competitors, Alta’s advisors focus on developing plans that can withstand financial shocks. Alta Wealth services include investments, insurance, legacy and education planning, and complementary advice to client families.
Putting clients first—always
Client experience is a top priority for the Alta Wealth team, whose founding motto is, “A Higher Standard of Planning.” Brissenden explains, “Our secret to success is getting to know each client, evaluating their individual needs, and developing a holistic financial plan. This personal touch has taken us to the next level.” The team’s fair, honest advice, standard of thoroughness, and integrity have earned the genuine trust of clients. Each Alta Wealth relationship starts with a deep investigation of the client’s current situation, resulting in a hard-copy, personalized financial plan. The team takes pride in developing deep relationships with each client and acting as holistic advisors.
As an independently owned and operated RIA, Alta Wealth Advisors has the freedom to structure their business with the client at the forefront, without sales incentives or directives dictating the level of service, time, and attention provided. Parks, Viti, Brissenden, and Stuto focus on what the client needs, and offer independent, research-based advice, adhering to fiduciary standards. They have the resources of a big firm, but they deliver personal service like a small firm. The Alta Wealth team has access to multiple platforms to match their clients’ needs and don’t rely on proprietary programs to build a plan. Instead, they can gather all aspects of client situations together to strategize and pinpoint an achievable estate planning, tax, or investment goal. “Developing a long-term relationship and earning trust is the cornerstone to a successful client-advisor relationship at Alta,” Stuto explained.
A culture of empowering clients and advisors
Alta Wealth empowers clients to understand and manage their finances. The company offers newsletters, seminars, and events crafted to educate clients to better navigate financial options. Putting the emphasis on customized information means the clients have the opportunity to make better, research-based choices. “Our advisors bring insight from the outside to help avoid emotionally driven decisions in important money matters,” Viti explains. Their deep-dive research into clients’ assets means they can develop strategies other financial advisors might overlook. For example, they work alongside and support their clients’ teams of CPAs, attorneys, and other professionals in a true spirit of partnership. Finally, learning and implementing new technology is something Alta Wealth considers part of its regular operations, ensuring that their advice and insight are always relevant, and their clients have access to exclusive technology that allows them to stay up-to-date and feel confident about their assets.
Guiding people through their financial lives—now and into the future
Alta Wealth’s clients regularly point out how pleased they are to find an advisory team with the balance of experience and energy that gives them a reassuring feeling about their finances that stands the test of time. “We have enough experience to do everything a seasoned financial professional can do, but we’re still young enough to serve our clients for many years to come,” Parks noted.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Alta Wealth Advisors, a registered investment advisor and separate entity from LPL Financial.
Bryan Parks
Managing Partner — Alta Wealth Advisors
Michael Viti
Managing Partner — Alta Wealth Advisors
Paul Brissenden
Managing Partner — Alta Wealth Advisors
Vincenzo Stuto
Managing Partner — Alta Wealth Advisors
Website: https://www.altawealthadvisors.com/