We specialize in helping our clients achieve peace of mind and financial freedom by providing fully customized wealth management solutions.
Life should be lived the way you want, it is about enjoying success, spending time with your family and creating lasting memories. While money is a means to an end, it requires professional attention. More importantly, it requires attention that acknowledges all your goals in life – not just financial goals. In addition to helping you manage your investments and finances, we can help you plan for retirement, save for a family member’s education, protect your lifestyle, grow your business, fund a major purchase or create a legacy.
Whatever your goals are, we can help. This is the essence of our approach to wealth management.
We specialize in helping our clients achieve peace of mind and financial freedom by providing fully customized wealth management solutions.
Life should be lived the way you want, it is about enjoying success, spending time with your family and creating lasting memories. While money is a means to an end, it requires professional attention. More importantly, it requires attention that acknowledges all your goals in life – not just financial goals. In addition to helping you manage your investments and finances, we can help you plan for retirement, save for a family member’s education, protect your lifestyle, grow your business, fund a major purchase or create a legacy.
Whatever your goals are, we can help. This is the essence of our approach to wealth management.
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 commitment to all of our new and existing clients, is to provide them with a comprehensive financial plan.
First, the Introductory Meeting:
We will chat further about your personal and financial goals and review expectations on what you are looking for in terms of a trusted advisor relationship. We will also discuss our background, experience, team structure and how we build comprehensive financial plans for clients.
Second, the Discovery Meeting:
This is where we dive deeper into your short-term and long-term planning goals and gather the information we need to prepare a comprehensive plan.
Third, the Family Wealth Plan Presentation:
We present a written financial plan that encompasses every facet of your financial life, including: Retirement Planning, Investment Management, Tax Planning, Estate Planning, Lifestyle Protection and Family Matters. This written plan will provide detailed strategies and recommendations to protect and grow wealth over the long-term while ensuring each component of the plan is integrated and optimized to meet your goals.
The financial plan is reviewed for all of our clients on an annual basis and updated to meet their changing needs.
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.
