INDIVIDUALS
Taking a personal interest in each individual investor
With decades of combined experience, our team works together to provide you with unparalleled expertise in all things money and investment related. We take the time to explain everything in easy-to-understand language. You can feel at ease, trusting that we have your best financial interests in mind.
Not everyone has the knowledge, skills or time to be proficient at financial planning and wealth management.
At Altus, our dedicated team is focused on delivering exceptional advice and uncommon service to help you achieve your wealth management goals, ensure your financial protection and provide fiscal peace of mind.
Our team will work with you to
- Understand your short and long-term goals
- Analyze your financial situation
- Explore your financial risk tolerance
- Prepare a comprehensive financial plan
- Offer financial wellness advice
- Implement and fine tune your plan as your situation evolves
Client:
Individual client and their family with significant net worth who recently sold their business
Challenge:
Sought advice on how best to handle proceeds from the business sale plus existing investments for exposure, risk and income
Approach:
Altus reviewed the entire portfolio for income opportunities. We took a high-level view of the client’s overall financial situation and identified gaps. We explained the need to create an estate plan to include a provision to care for his children from both a previous marriage and current marriage. Our recommendations included drafting revised wills, establishing trusts, and addressing insurance and income needs.
Result:
Altus coordinated meetings to complete the necessary wills and trusts. We provided appropriate insurance coverage (Life, Health and Long-term Care). Additionally, we addressed the client’s investment needs for income and growth with the proceeds from the sale of his business.