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As leaders in the field of high net worth planning, we believe that the management of your wealth depends on a personal, comprehensive approach – one that involves advanced in-depth analysis, input from experts, and close monitoring to keep up with changes in your life.
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.
Traditional Brokerage
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.
We understand how your personal life affects your financial life. Simply choose the most applicable life events and see how blue-sky thinking and our professional advice can help you achieve both long and short-term goals.
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.
When you work with us, you can be confident that our unparalleled understanding of tax, investment and risk management will provide you with a comprehensive plan that is built to achieve your life goals.
Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.
As leaders in the field of high net worth planning, we believe that the management of your wealth depends on a personal, comprehensive approach – one that involves advanced in-depth analysis, input from experts, and close monitoring to keep up with changes in your life.
