With close to 4 decades of experience, our team works with you to clarify your financial life. Through a comprehensive discussion with you and a collaborative analysis with industry-leading experts, we explore your unique circumstances and provide you with solutions to build wealth, protect your lifestyle and leave a lasting legacy. We work with you, considering the challenges of building and preserving your nest egg in today’s increasingly complex marketplace.
Our team of advisors work closely with our extended team of experts including insurance professionals and tax and estate specialists, along with the full resources of Wellington-Altus Private Wealth. As your needs evolve over time, we continue to monitor your plan and identify any opportunities that may arise as a result of changes in your circumstances. Our commitment is to support and achieve the goals you envision for you and your family’s future.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
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.