Our team offers an unbiased, agile approach to the complex needs of high-net-worth clients. We are nimble by design, effortlessly shifting gears to provide specialized service and independent advice, free from the pressures of sales quotas. By uniting our strengths, we have expanded our resources to deliver forward-thinking solutions in tax strategies, estate planning, and business succession.
We believe a financial plan does not define you; you define your plan. Our process is synchronized, not static, and built on a personal commitment to meaningful, long-term relationships where you are never just a number. Backed by the infrastructure of a leading independent dealer, we simplify the complexities of wealth so you can focus on your family, your business, and your legacy.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
An option that focuses on providing advice about managing wealth for clients. Advisor fee is based on portfolio value rather than commissions.
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.
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.
