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Financial Services to Address Your Wealth Management Needs

Wealth Management

Providing a comprehensive suite of financial services

As an independent firm, not bound to a single company or investment process, we offer a greater range of services with the flexibility to review your financial situation and recommend solutions to meet your specific needs. Whether your needs are basic or complex, individual or family, organization or business, our experienced team ensures that you benefit from our best guidance and common sense advice presented in simple and easy-to-understand language.

Protecting and nurturing your wealth as it grows — an important consideration for your financial well-being and security

Our dedicated team is focused on delivering exceptional advice and uncommon service to ensure your financial protection and fiscal peace of mind.

Our team will work with you to

  • Understand your short and long-term wealth management goals
  • Discover your financial risk tolerance
  • Suggest ways to protect and grow your wealth to meet your goals
  • Monitor investment portfolios on an ongoing basis and adjust accordingly to reflect market conditions to achieve your goals

Altus Wealth Management Services

  • Analyze Current Investment Performance
  • Present Investment Strategies
  • Review and Rebalance Portfolio
  • Cashflow Analysis
  • Financial Counseling and Education
  • Minimize Impact of Taxes
  • Retirement Planning
  • Insurance Protection