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Alyson Mary Shaw

Advisor at Alliance Private Wealth, LLC — North Reading, MA

Updated today

Credentials

None found

Experience

7 years

Location

North Reading, MA 01864

Alliance Private Wealth, LLC logo

Alliance Private Wealth, LLC

Team

Total advisors

7

Across 3 offices

Clients per advisor

24 Very Low

Avg AUM per client

$2,789,311 Very High

HNW client ratio

60% Very High

About

Alyson Shaw is a financial advisor at Alliance Private Wealth, LLC with seven years of industry experience. She previously worked for twelve years at Commonwealth Financial Network. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and businesses, offering discretionary investment management, financial planning, retirement plan advisory, and exit-planning services. The firm employs a primarily long-term, discretionary investment approach using diversified mutual funds, ETFs, individual equities, and bonds, supported by both fundamental and technical analysis.

Client services

Based on Alliance Private Wealth, LLC

Financial planning Portfolio management Pension consulting Newsletters or periodicals Exit planning services

Expertise

Based on Alliance Private Wealth, LLC

Business exit / sale strategy Wealth management

Occupation focus

Based on Alliance Private Wealth, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning flat fees range from $1,000 to $100,000 depending on plan complexity and client situation

Percentage

$0+: 0.25% to 1.25% annually, fee may be fixed or tiered within this range, negotiable based on factors $0+: Up to 1.00% annually for Retirement Plan Advisory Services, negotiable based on plan size and complexity

Commissions

Certain advisory persons licensed as insurance professionals receive commissions for insurance sales, separate from advisory fees

Project-based

Up to $400 per hour for financial planning and consulting services

Other

Account minimum: $2,000,000 Fee-only: Financial planning hourly fees up to $400/hour; flat fees from $1,000 to $100,000 depending on complexity

Location

See office

North Reading, MA

200 Park St

North Reading MA 01864

Advisors at this office

5

Most active in

Massachusetts

Work history

7 years of industry experience

Alliance Private Wealth, LLC

2025 - Present • 1 year

North Reading, MA

Commonwealth Financial Network

2013 - 2025 • 12 years

North Reading, MA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quentara C

CFP®

North Andover, MA

Powwow, LLC

For years Quentara was the unexpected primary caregiver for her father who was diagnosed with Alzheimers. During his transition she continued to work, buy a house, get married, and start a family. She founded Powwow with the intent of helping other families prioritize their goals that are often neglected due to the in-the-moment demands of kids and aging parents. Powwow is fee-for-service, meaning a family's net worth, relationships, goals, and concerns are discussed and illustrated without the need to invest assets or purchase product. If you have questions related to every day goals, elder care transition, and kids you've come to the right place. Quentara has been featured in numerous publications, including NerdWallet, CBS MoneyWatch, and Financial Planning Magazine. She has also been invited to present on financial planning and elder care topics throughout Massachusetts. Follow her on social media and reach out to schedule a free consultation.

Elder care planning Caretaker Gen X (Born 1965-1980)
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Melisa D

Series 65

Waltham, MA

Beacon Pointe Advisors, LLC

Melisa Dobraca Iacono is a financial advisor at Beacon Pointe Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Beacon Pointe Advisors and its affiliated entities since 2018, as well as at Windrose Advisors, LLC from 2014 to 2018. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach, utilizing proprietary due-diligence processes and a mix of active and passive strategies across various third-party platforms.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
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Ali S

Series 65

Wilmington, MA

SIAHKAMARI Capital

Ali Siahkamari is the principal of Siahkamari Capital and holds a Series 65 credential. He has experience working at Fidelity Investments, JPMorgan Chase & Co, and Dell Technologies. He also has a background in quantitative development and data science and holds a Ph.D. Outside of his advisory role, he is licensed as a real estate agent, though this activity is separate from his financial advisory work. Siahkamari Capital is a state-registered investment adviser serving individuals and high-net-worth clients through discretionary portfolio management. The firm uses a combination of quantitative models and fundamental analysis to guide investment decisions and conducts quarterly account reviews with tailored portfolio strategies based on each client’s financial situation and risk tolerance.

Active portfolio management
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Sangita G

Lincoln, MA

Shanti Capital LLC

Sangita Gandhi is a financial advisor at Shanti Capital LLC with 16 years of industry experience. She has non-active ownership in SAMVED Corporation, an investment-related business providing some investment research services since 2003, but holds no operational role. Shanti Capital LLC provides discretionary investment management primarily to high-net-worth individuals, focusing on global equity portfolios. The firm emphasizes fundamental research to identify undervalued companies with sustainable competitive advantages and concentrates holdings in a limited number of long-term equity opportunities, including exposure to small-cap healthcare, biotech, and non-U.S. equities.

Active portfolio management
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Robert L

Series 65

Arlington, MA

Aztec Capital LLC

Robert Lang is a financial advisor at Aztec Capital LLC in Arlington, MA, holding a Series 65 designation with 13 years of industry experience. He has been involved with TheStreet.com and Realmoneypro.com since 2012 and operates Explosiveoptions.net, an educational site for option traders that includes a chat room and spread trading service. Aztec Capital serves individual clients, small businesses, institutions, and charitable organizations with discretionary portfolio management focused on equity options and related derivatives. The firm employs technical analysis and risk control strategies, offering individualized investment approaches and maintaining regular account reviews.

Options & derivatives strategies Active portfolio management
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Newton S

Series 63, Series 65

Reading, MA

MS Financial Services, LLC

Newton Spurr is a financial advisor with MS Financial Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with MS Financial Services since 2012 and is also a partner at Spurr & Spurr, LLP, a tax and accounting firm. Spurr dedicates part of his professional time to managing tax and accounting matters through this firm. MS Financial Services, LLC provides discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes fundamental analysis and a long-term investment approach with customized policy statements and strategic asset allocation, managing approximately $45 million in client assets.

Wealth management
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