At GreyWolf Wealth, our clients’ individual needs and goals are top priority. Industry experience, depth of knowledge, and first class service are our defining attributes. Our team of professionals are bonded by loyalty and devotion, operate under a collaborative vision and are committed to serving our clients through a holistic approach.
Our team operates with a pack mentality; we are bonded by loyalty and devotion to the group and operate under a collaborative vision. At GreyWolf Wealth, our clients’ individual needs and goals are top priority. Industry experience, depth of knowledge, and first class service are defining attributes of this pack.
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.
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.
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.