Alex Rakatansky

Personal:

I am a father to 2 daughters and husband to my wife, Felicity. Felicity and I went to elementary school together and our paths continued to cross at various points throughout our lives until eventually the stars aligned and the rest was history. I grew up in Framingham, and we now live in Sudbury, MA.

Passion:

I am a very goal-oriented person, whether those goals are business-related, in the gym, or financial. Throughout my life, I have found that more often than not, the simplest solution is the most effective one when applied consistently over long periods of time. Whether the goal is making progress in the gym or achieving long-term financial success, the steps may vary; however, the application remains the same.

Strengths:

Building trust through knowledge, experience, reliability, transparency, and humor. We spend the majority of our lives at work, so building lasting relationships with clients who become friends makes for a very rewarding career.

Professional:

My educational background is in accounting and finance. I have always enjoyed taxes and accounting, and they came naturally to me. I spent the next several decades giving comprehensive tax advice; however, I found many things were lost in implementation. I decided the most effective way to help my clients reach their goals was to form a registered investment advisory company, independent from my CPA firm, where I could coordinate tax planning with clients’ investment portfolios and financial plans rather than leaving implementation up to them or other service providers.