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Mark Joseph Alaimo

Advisor at LCW Planning and Investments, LLC — Lawrence, MA

Updated today

Credentials

CFP®, PFS™, Series 65

Experience

10 years

Location

Lawrence, MA 01840

LCW Planning and Investments, LLC logo

LCW Planning and Investments, LLC

Independent

Total advisors

1

Clients per advisor

0 Low

Avg AUM per client

—

HNW client ratio

—

About

Mark Alaimo is a CFP® and PFS™ certified financial advisor with 10 years of industry experience. He is the principal of LCW Planning and Investments, LLC and also serves as president of LCW-CPA's, Inc., a CPA firm where he manages and oversees all operations. His work includes both financial advisory and accounting services. LCW Planning and Investments provides discretionary investment management and financial planning for individual and high-net-worth clients, utilizing customized portfolios with ETFs, mutual funds, and selected individual securities. The firm combines fundamental analysis with Modern Portfolio Theory and also uses independent managers, maintaining oversight without receiving additional compensation from those managers.

Client services

Based on LCW Planning and Investments, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on LCW Planning and Investments, LLC

Active portfolio management Options & derivatives strategies Tax-loss harvesting

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Fee options

Fixed

Financial planning fixed engagement fee ranging from $2,500 to $10,000

Percentage

$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.80% annually $10,000,001 - $20,000,000: 0.70% annually $20,000,001+: Negotiable

Other

Fee-only: Financial planning fees ranging from $2,500 to $10,000 per engagement, fixed fee

Location

Lawrence, MA

303 Canal Street

Lawrence MA 01840

Advisors at this office

1

Most active in

Massachusetts · New Hampshire

Work history

10 years of industry experience

LCW Planning and Investments, LLC

2025 - Present • 1 year

Lawrence, MA

LCW-CPA's, Inc.

2019 - Present • 7 years

Lawrence, MA

UnEmployed

2018 - 2019 • 1 year

N/A, XX

Bainco International Investors, LLC

2017 - 2018 • 1 year

Boston, MA

Kestra Financial Services, LLC

2016 - 2017 • 1 year

Newton, MA

Sapers & Wallack, Inc. / Lion Street Advisors, LLC

2016 - 2017 • 1 year

Newton, MA

Twin Focus Capital Partners, LLC

2015 - 2016 • 1 year

Boston, MA

Wealth Management Advisors, LLC

2008 - 2014 • 6 years

Tewksbury, 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)

Eric C

Series 66

Salem, NH

Sooner Private Financial LLC

Eric Cooper has spent his life building and leading. From starting his first business at 15 to founding the Sooner family of companies, he has always been driven by a singular purpose: helping people align their wealth with their values and create a life of clarity, impact, and freedom. For 14 years, Eric has navigated nearly every corner of the financial industry, banking, insurance, wealth management, business consulting, only to discover the same problem repeated everywhere: fragmented advice. Traditional firms prioritize scalability and products, leaving clients with disjointed strategies and blind spots that hold them back. Eric built Sooner Private Financial Council to change that. Acting as an integrated command center, his team brings together six essential disciplines: advanced tax planning, wealth management, income planning, risk management, estate and legal strategy, and business value acceleration. This unified approach helps purpose-driven clients break free from confusion, outgrow outdated teams, and achieve total command over their financial lives. Clients who once felt overwhelmed or uncertain experience a powerful shift: from reactive to proactive, from imposter syndrome to absolute confidence. This is the transformation Eric lives to create, turning wealth into a force that reflects who you are and what you stand for. A national champion public speaker, devoted husband, and father of five, Eric lives in New Hampshire, where he pursues wild places as a hunter, coaches youth basketball, and continues his lifelong study of leadership and building things that matter.

Private / alternative investments Business exit / sale strategy Retirement income strategy Roth conversion strategy RSUs / ISOs / NSOs
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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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David H

CFP®, CFA®, Series 66

Londonderry, NH

Applied Capital Management, LLC

David Hunt Jr. is a CFP® and CFA® with 16 years of industry experience, currently serving as the sole advisor at Applied Capital Management, LLC. He has worked at LPL Financial since 2020 and has been affiliated with Applied Capital Management, Inc. since 2015. Applied Capital Management provides comprehensive financial planning and consulting services to individuals, trusts, estates, and small businesses. The firm emphasizes written financial plans and ongoing consulting, supporting a large client base with customized plans developed through detailed client engagement and fundamental analysis.

General retirement planning General tax planning
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Narendra K

Series 63, Series 65

Chelmsford, MA

Value Financial Services Corp.

Narendra Kapadia is the sole advisor at Value Financial Services Corp. in Chelmsford, MA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Value Financial Services since 2000 and is also the owner and president of Value Mortgage Corporation, a mortgage origination and processing business he founded in 1996. Value Financial Services provides discretionary investment management and comprehensive financial planning to individuals, high net worth persons, trusts, estates, and small businesses. The firm offers customized portfolios and employs a long-term, personalized approach with flexibility to adjust holdings based on market conditions or client objectives.

Options & derivatives strategies Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Linda T

Series 65

Carlisle, MA

Carlisle Financial Group, LLC

Linda Taylor is a financial advisor with Carlisle Financial Group, LLC, holding a Series 65 designation and 15 years of industry experience. She previously worked at Powerhouse Assets LLC for one year. Carlisle Financial Group, LLC is a state-registered, fee-only investment adviser serving primarily individual clients with portfolio management and financial consulting. The firm emphasizes low-cost index funds and ETFs, avoids market timing and routine stock picking, and maintains a disciplined rebalancing process with a focus on mutual funds and ETFs.

Passive / index investing Tax-loss harvesting
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