Elevate Your Wealth. Secure Your Future.

“My husband retired 4 years ago. We had never had investments ,always thought it was something we would do in the future ,we just never did. Upon retiring we knew we would have to have someone we could trust and know she or he would completely understand our wishes. So going in blind to investments, my husband’s friend told him he had a F.A. that he was using and would recommend highly for us. We met Ludmila and it didn’t take anytime to for us to know she was the one. She is a very kind, compassionate and lovely person. If she can make people with no investments past feel at ease about their future, she can do the same to others. I completely and whole heartedly recommend Ludmila.”

"Ludmila has been an invaluable asset to me over the years. Her expertise has consistently made complex financial decisions easy to understand, and she has a remarkable ability to plan ahead, ensuring I am always positioned for personal and professional success. Her support has been essential, from tax planning and cash flow management to guiding me in making informed decisions for the future. She has played a significant role in my children's financial planning for education, my retirement strategy, and various other family financial matters. I trust Ludmila's advice implicitly, knowing she always has my best interests in mind."

“I am fortunate to say that Ludmila has been my financial advisor for many years. I've had several financial advisors throughout the years, but I consider myself quite lucky to have met Ludmila. Her knowledge, passion, dedication, and understanding of my objectives not only helped me meet my retirement goals but surpass them. She has put a lot of effort into helping me achieve this, and now that I am retired, she continues to manage my investments with professionalism and care, helping me fulfill my life’s ambitions."

As a busy entrepreneur focused on growing my business, I needed someone who could take the stress of financial planning and investment management off my plate. Ludmila has been a game-changer. Not only is she incredibly knowledgeable and detail-oriented, but her responsiveness and proactive approach truly set her apart. Working with Ludmila is effortless, she understands the unique challenges I face as a professional woman and craft strategies that align with both my personal goals. Her ability to simplify complex financial matters while keeping me informed and confident in every decision has made a world of difference. I can now focus on what I do best, knowing that my financial future is in capable hands."

"I have been with Ludmila for over 10 years. She provided my wife and I will great service, guidance and financial support. She is well versed in the stock market and the options her company (Wellington-Altus) has to offer. She familiarized herself with our past and current life situations and we meet twice a year to re-assess our situation and make changes accordingly. We would recommend Ludmila to anyone, family member or friend. She is a great asset in our corner."

Ludmila has been our financial advisor for a number of years, seeing us through our retirement. Because of our age, she is well aware of our financial comfort zone and directed us to investments that gave a lower risk factor but still provides us with the income we wanted to maintain our current lifestyle. She has navigated us through the many market fluctuations and is well versed in tax savings benefits. We truly appreciate all that she has done for us.