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Our Story

Before Scott Alaniz founded Boston Mountain in 2007, he spent nearly 20 years working closely with financially successful executives and institutional investors. He learned firsthand how they preserve and grow their wealth. These same distinctive investment strategies have been instituted for the clients of Boston Mountain.

Many of our clients are corporate officers of successful but demanding companies, like Walmart. We have observed that these officers simply do not have time to research and navigate the many options in their compensation package and integrate these into their financial plan. In order to achieve their retirement goals, they have enlisted our firm to advise them.

As word about our capabilities spread, our growth has led us to develop proprietary models and tools. These enable us to assess for each client the best path forward in their complex executive compensation programs. Our desire to educate our clients led us to write and publish The Officer’s Guide, a 100-page definitive guidebook to help Walmart officers navigate their executive benefits. We look forward to serving you, and all our terrific clients, with our hand-picked team that brings a winning combination of energy, experience, and the highest ethical standards
Scott Alaniz
Sam Dunn
Senior Advisor
Justin Hobbs
Wealth Strategist
Jared Machen
Wealth Strategist
Stefanie Ceola
Wealth Strategist

If you are a Walmart Officer or Director, request your free copy of the Officers Guide by providing the information below:
5414 Pinnacle Point Dr Suite 102
Rogers AR, 72758
479 657 6940


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