Our clients have reached a level of success in their lives and careers. This success brings new opportunities and challenges to their wealth planning. They realize a certain degree of delegation is necessary and that managing their financial affairs has become increasingly complex, demanding more attention, professional knowledge, and a greater degree of care.
They require a process that gives them directional control while freeing them from the day-to-day research, analysis, and decision-making. They want the right blend of attentive personal service, and sophisticated financial expertise.
We are committed to building long-term relationships with our clients. Discovering and achieving what truly matters to our clients requires a personal relationship built on trust, integrity, honesty, expertise and an understanding of your financial needs. My team ensures that our clients have the freedom to focus on what is important in their lives, knowing their assets are well-tended. In addition to managing your investments, we also implement wealth preservation and tax strategies to build, protect, maximize and transfer your wealth. Through our extended team of specialists we can help meet all aspects of your financial situation throughout your lifetime.
In summary, our comprehensive approach to wealth management results in our clients being able to have more clarity, certainty, and accountability in achieving their plans than ever before.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
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.
Advice + Managed Platform
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
Platinum Private Portfolios
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
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.