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Our Process

We create strategies that are tailored to your needs and goals.

Investment Planning


A multi-faceted approach that responds to your objectives, resources, and time horizon.

The Intersection of Eating Well and Resting Well

Focus

We seize the opportunity for favorable outcomes by focusing on those things we are able to control - periodic savings, tax efficiency, expense reduction and diversification.*

Independent and Fee-Based

We pay little attention to market noise and forecasts. Our eyes are horizon focused; your interests and our compensation are aligned.

The Goal of Expanding Purchasing Power

Over the long-term, we seek a measure of total return (growth and income) in excess of inflation, taxes and expenses.

Disciplined All-Season Gardeners

We reach consensus on which money parcels serve particular family objectives and propose an appropriate investment allocation for each. Allocations include perennial investment partners - those offering low-cost, non-predictive stock and bond market exposure. These are complemented by annual investment partners - those focused on special situations, principal safety and low volatility.

Diners at the Same Table

While each client's circumstances dictate a specific and properly proportioned asset mix, the partners and staff of ALENA Wealth invest alongside our clients in recommended securities. We behave with your money as if it was our mothers. (and we look after theirs too).

Effective Transition From Accumulation to Distribution of Wealth

When your paycheck stops, we guide you through the integration of pension, social security, wage and portfolio income. Income centric investments, annuities and inflation protection often play important roles here.

Your committed advocate for value.

Your committed advocate for value.

We are a Massachusetts-based firm. We custody our client accounts, execute transactions, and aim to assure you accurate and timely reporting through LPL Financial, (Member FINRA/SIPC).

As committed value advocates, we utilize LPL Financial's size and custodial services to provide cost-saving benefits to our clients. These include access to institutional mutual funds, ETFs (exchange-traded funds), and common stocks within a single, consolidated, fee-based account.

Aligning your values with your investments.

When called upon, we are prepared to select partners and companies that work towards a more equitable economy.


We welcome a telling of your story.


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*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.