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We welcome Mark Alaimo as Managing Director of our Wealth Management practice

We welcome Mark Alaimo as Managing Director of our Wealth Management practice

mark-finalAn important part of our corporate strategy is the continuous expansion of our Wealth Management practice. Our holistic approach to financial services with offerings in key areas (Benefits and Retirement Planning, Insurance and Charitable Strategies) provides our clients a complete picture of their financial options – both from a corporate and a personal perspective.

We’re excited to announce the hire of Mark J. Alaimo as Managing Director of our Wealth Management practice. Mark joins a seasoned team with a clear vision to continue to provide outstanding service, counsel and advocacy.

Aviva Sapers, President & CEO of Sapers & Wallack, views Mark’s addition as “key to our continued striving for excellence”.

“Mark is the perfect addition to our team. His passion for the well-being of our clients and his extensive experience as a CPA Financial Advisor with tax and estate planning expertise will deepen the footprint of our practice in Boston,” said Karen Van Voorhis, Vice President of the Wealth Management practice.

Mark is a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS) and a Certified Financial Planner PractitionerTM. Mark received a Bachelor of Science in Accountancy with a Minor in Law, a Master of Science in Financial Planning, and a Graduate Certificate in Taxation, all from Bentley University. Prior to joining Sapers & Wallack, he served as a client advisory director for a global boutique multi-family office advisor headquartered in Boston.

“I am excited to be a part of the Sapers & Wallack team and build upon its 84 year heritage of providing best-in-class service and financial solutions to families and companies as we continue to expand and grow our Wealth Management group,” Alaimo said when discussing his arrival. “We are committed to partnering with our clients as we provide holistic wealth management solutions that tie together investments, estate planning, tax planning, retirement planning, education planning, cash flow planning, and insurance to empower them to achieve their goals and objectives.”