How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.


Carl Aloupis

Senior Vice President–Wealth Management

Now in his 18th year in the financial services industry, Carl has focused the majority of his career managing the unique needs of high net worth investors. His specialties include but are not limited to:  Retirement and income planning, estate planning, risk mitigation, and portfolio management.  Carl will partner with you as your financial needs evolve to help you customize and develop strategies to best meet your personal needs. 

He received his Bachelor of Arts degree from Framingham State University and graduated cum laude. Carl and his wife Margaret reside in Shrewsbury, Massachusetts with their two children. He enjoys tennis, history, astronomy, and spending time with his family.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IL
  • KS
  • MA
  • MD
  • ME
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA


  • Bachelor of Arts. Cum Laude, Framingham State University
  • Financial Planning, Merrimack College
  • Financial Planning, Boston University


  • Portfolio Manager
55 William Street
3rd Floor
Wellesley, MA 02481
  • (781) 446-8958

Email Me

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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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