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At Allpress Wealth Management, we believe in taking the time to discover what truly matters to you. Laura and Jessica have 30 years of combined financial experience, and we are dedicated to delivering an exceptional client experience. At Wellington-Altus we also have access to a team of the most integrated specialists in the industry to help in providing you guidance as your financial situation evolves. We truly care and appreciate you, and want to build lasting relationships with our clients to achieve financial success.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
Platinum Private Portfolios
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
Client-Advisor Relationship
We believe the advisor-client relationship is one based on trust and unbiased advice. Laura works with you to build a plan and an investment strategy that meets your life’s goals.
Traditional Brokerage
A commission-based brokerage option for clients who want to participate in their investments, whether corporate new issues, syndicated capital raises, individual stocks or bonds.
Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.
Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.
