Sound Financial Advice with Uncompromising Client Focus

Wealth ManagementBenefit Solutions

A premier wealth management firm building security and financial peace of mind for our clients through trusted relationships and exceptional service.

Altus Wealth Management is an independent financial firm — built on local values — with a dedicated team focused on our uncompromising mission. We give sound, commonsense wealth management advice delivered with exceptional service to meet your individual financial security goals. To support every aspect of your financial picture, we provide personalized investment management services with options for 401(k) plans, insurance and financial planning and counseling.

ALTUS INTEGRATED SERVICES

Our Approach to Overall Financial Wellness

Core Wealth Management Services

  • Investment Advising
  • Retirement Planning
  • Cash Flow Analysis
  • Asset Allocation

Value Add Services

EMPLOYEE BENEFIT PLANS

  • 401(k) Plans
  • Group Life Insurance
  • Short-Term Disability
  • Group Health Insurance
  • Long-Term Care

INSURANCE PLANNING

  • Assess Current Insurance Policies
  • Medicare Supplement Plans
  • Life Insurance
  • Key-Man Life Insurance
  • Buy-Sell Policies

Our Clients

We work with a wide range of clients with a variety of wealth management needs — retirees, families, small-business owners or large companies, high-net-worth individuals, endowments and foundations. Whatever your current financial situation, come visit with us, we are ready to assist you.