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We are a highly trained and cohesive wealth management practice with over 50 years of combined experience laser-focused on excellent client outcomes. We specialize in investment and retirement strategies combined with extensive knowledge in tax and estate planning for the sole purpose of achieving our clients’ life and financial goals. All of this is overlayed by an absolute dedication to outstanding customer service and timely responsiveness.
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.
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.
