Pivotal Investment Group

Your Key to Financial Success

Our advisors have adopted a customized approach to wealth management and provides a full service solution to help meet the financial goals of our clients’ pivotal moments in life.

The team’s experience in the wealth management industry allow us to understand the importance of not only helping you figure out what it is you want out of life, but also how your finances can support your goals.

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.

Finding Your Alternative

We construct portfolios that not only include traditional investments such as stocks and mutual funds. We incorporate alternative investment opportunities that can provide consistent returns without being affected by regular market movements.

Client-Advisor Relationship

We believe the advisor-client relationship is one based on trust and unbiased advice. Out team works with you to build a plan and an investment strategy that meets your life’s goals.

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.