Forward-Thinking Solutions

“Since we started investing with Wellington-Altus Private Wealth our financial plan has never been clearer and we have had peace of mind knowing that our investments are handled in a professional manner, actively responding to the market and our investment philosophy.”

“After my husband passing away in my early 40’s, I was referred by a family friend to Wellington-Altus. My husband always looked over the finances, so I was very lost and overwhelmed, but the team went above and beyond helping me fill out endless forms and figuring out my financial situation.

I have been with Wellington-Altus for 3 years now and I highly recommend GreyWolf Wealth Management. The team always takes the time to explain things to me so that I understand and are always keeping in touch with me. My return on investments have done extremely well over the years, especially during these uncertain economic times.

I also would like to mention that my parents retired from their family farm 13 years ago, and after seeing how I had been taken care of, and how well my investments were doing, decided to switch and invest with Wellington-Altus as well.

Both my parents and I have been very happy with [Jeff and his] team. We use different accountants, and both businesses have been impressed with […] how their team keeps in touch. I was very fortunate to be referred to [them] and encourage anyone else to call and talk to them and invest with them.”

“[This] is a privilege to write this testimony for Jeffery Rask. It is easy to do because we’ve known him for forty- five years. We have followed and watched him move forward confidently in his career.

Not only is Jeff a brilliant man, he has a proactive approach. He skillfully [places] our money into solid investments. One thing that has impressed us is that he can expertly explain financial information at a professional level and also a level that we can understand.

Jeff has by far surpassed our expectations with finances and has made out retirement easier.”