Contego (Latin): To safeguard, to protect.
Our Vision: To be the trusted wealth management team for affluent investors seeking professional advice and the highest level of service.
Our Mission: To make a positive impact in our clients’ lives by building long-lasting relationships and tailoring solutions to protect and enhance their wealth over their lifetime.
Where we begin depends on where you want to end up.
Our role extends far beyond investment advice. Our holistic approach to wealth management has a strong focus on planning; retirement planning, tax and estate planning, charitable giving, and legacy planning are all areas we explore before discussing investments. We take the time to develop a deep understanding of your unique financial situation and create a bespoke financial plan that outlines how—and when—you will achieve your financial goals.
Once we have a strong understanding of where you want to end up, we then develop an investment portfolio to get you there in the least volatile and most tax-efficient way possible. As registered discretionary Portfolio Managers, we have access to—and incorporate—many of the unique investment strategies employed by pension and endowment funds for decades.
At Contego, our investment philosophy has never been defined by the traditional. We are, indeed, not like everybody else.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
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.
Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.
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.
