Common Contracts

ALENA Wealth LLC

Financial Planning Agreement • January 6th, 2023 • Massachusetts

• Contract Type
  Financial Planning Agreement
• Filed
  January 6th, 2023
• Jurisdiction
  Massachusetts

This Financial Planning Agreement (“Agreement”) is entered into by and between ALENA Wealth LLC (“Adviser”), a registered investment adviser and [select one: Marioleni “Lena” Mandelis or Alan A. Ioffredo], Investment Adviser Representative (“Representative”) and (“Client”), whereby Client desires to receive financial planning services as outlined below.