Drew Inglesi

I joined Altara Wealth in May of 2025 as a Financial Planner.

Prior to joining Altara Wealth, I was at Heckmann Financial serving in a multitude of roles. I have been involved in Advising, Operations and Leadership, but I’ve gotten the most satisfaction out of building relationships with our clients. I currently focus on helping our clients get the most life out of their wealth. We try to simplify the complex, so they can spend more time doing what they love. I’ve always known that I wanted to help others, and it just so happens that financial services is my outlet. Both of my parents were hardworking professionals, and they had to earn everything that they got. Getting to help families with similar mindsets will continue to be a driving force for me. Getting to see the stress and anxiety that comes with shouldering the burden of financial planning get removed from our clients is amazing. It takes time and trust to get to that point, but it’s extremely rewarding once you’re there. I hope to be a trusted friend to all of our clients. My wife, Kate, and I currently reside in Ashland, MA. We have one (perfect -- but I might be biased) daughter. My wife and I are huge travelers, and love seeing the world as a family. If you happen to see me at the next big Boston sporting event, please come say hi! I hold my CFP®, ChFC®, RICP® and CLU® designations, along with my Series 7, Series 63, SIE and my Life & Health Licenses. As a fiduciary, it’s truly important to me to put the client first. What better way to serve as a fiduciary than to become an expert in your field! I received my degree in Sport Management with a business concentration from Colby-Sawyer College. While there, I played baseball as an outfielder, and was voted captain my senior year by my peers. My favorite trip would have to be our honeymoon to the Maldives. It took a while to arrive there from Boston, but it was sure worth it! I am currently learning Italian, to both honor my grandmother from Italy and to be able to fraternize with the locals when I visit!