Harvey Morrison Private Wealth
Our team is committed to delivering comprehensive financial solutions tailored to your unique needs. We specialize in a wide range of services, including estate planning, education savings, retirement strategies, insurance coverage, tax planning, investment guidance, financial planning, support with significant purchases like homes, selling and buying a business, succession planning and more. Let us help you navigate every aspect of your financial journey with confidence and expertise.
Forward-Thinking Solutions
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.
Our Commitment to Excellence:
We always say please and thank you.
Punctuality is our promise—we show up on time.
We finish what we start.
We do what we say we are going to do.
What sets us apart is our unwavering commitment to doing what is right for our clients every single time. We believe in building lasting relationships based on trust, integrity, and exceptional service.
Let us help you achieve your financial goals with personalized strategies tailored to your unique circumstances.
Institutional Style Approach
Our Institutional Approach to Wealth Management uses a conservative, diversified formula based on the same foundations as the largest money managers in the world. This approach uses public and private equity as well as, real estate – over and above the traditional stocks and bonds, that are used by most brokers. This strategy incorporates private real estate, private equity, alternative income strategies* with passive and active management strategies. This provides greater portfolio diversification to reduce overall portfolio volatility which provides an opportunity for enhanced returns for you.
Experience + Independence
Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.
Holistic Wealth Advice
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.
“The first rule of compounding: Never interrupt it unnecessarily.”
– Charlie Munger
“Time is your friend, impulse is your enemy. Take advantage of compound interest and don’t be captivated by the siren song of the market.”
-Warren Buffett
*Transactions of the type described herein may involve a high degree of risk, and the value of such instruments may be highly volatile. Such risks may include without limitation risk of adverse or unanticipated market developments, risk of issuer default and risk of illiquidity. In certain transactions counterparties may lose their entire investment or incur an unlimited loss. This brief statement does not disclose all the risks and other significant aspects in connection with transactions of the type described herein, and counterparties should ensure that they fully understand the terms of the transaction, including the relevant risk factors and any legal, tax, regulatory and accounting considerations applicable to them, prior to transacting.
