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Ideal Client Profile

Alpert Financial specializes in providing comprehensive financial planning and wealth management services. In our Hanover, MA office, our experience in assisting small business and individuals with their financial issues, combined with our  income tax experience as Certified Public Accountants (CPA) enables us to provide a high quality of service to clients. We utilize many strategic alliances and affiliations with other financial professionals, attorneys and business organizations to compliment and enhance the services that this firm provides. 

The general description of our ideal client is as follows:

  • Net worth in excess of $500,000
  • Minimum of $100,000 in investment assets
  • Target investment assets $500,000
  • Receptive to financial and estate planning ideas and strategies
  • They refer our firm to their friends and acquaintances
  • Appreciates the value of a long-term relationship with a trusted financial advisor


 Tax services are not offered through LPL Financial nor Alpert Financial

©2023 Alpert Financial. All rights reserved.
Securities offered through LPL Financial. Member FINRA/SIPC.
Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Alpert Financial are separate entities from LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the
following states: MA, VA