Executive Wealth Management

Financial Planning & Wealth Management for Executives

CALCULATE WHAT YOU HAVE

QUANTIFY WHAT YOU NEED

CHART THE COURSE BETWEEN

We have an established track record of helping clients navigate deferred compensation decisions, diversify concentrated company stock holdings, and solve other complex wealth planning issues. Client portfolios are customized, tax-efficient, and managed with a view of all assets. 

CLIENT EXPERIENCE

We help clients address and achieve goals with a service philosophy underpinned by the following values:


  • Honor your time
  • Listen before advising
  • Be pro-active and responsive
  • Strive to exceed expectations
  • Collaborate with other trusted professionals

HOW WE HELP

We build financial plans and investment strategies for clients with consideration for the following:


  • Wealth & Retirement Planning
  • Leverage Benefits & Income Tax
  • Compensation Strategy
  • Risk & Investment Management

INVESTMENT STRATEGY

We create a tailored portfolio of individual stocks, bonds, & funds, using a thoughtful, value-oriented approach.


  • Long-term investment philosophy 
  • Fee-only advisory firm, not compensated by selling products. 
  • Enabled to fully align our interests with our clients'

our team

Scott Alaniz

image80

Principal

Garrett Hizer

image83

Wealth Strategist

Contact Us

Our Firm

We take service seriously as every interaction is an opportunity to demonstrate our trustworthiness, and trust is at the core of everything we do.  

Boston Mountain Money Management

5414 pinnacle point drive, suite 102, Rogers, AR 72758, US

(479) 657-6940
Scott@bostonmmm.com