At Schiller & Associates Private Wealth Management, we believe that a financial plan doesn’t define you—you define your plan. Our approach to managing your wealth is not static or a series of investment transactions; it’s a synchronized process designed around your unique and changing goals. Building and sustaining your wealth also relies on a team that is not transactional but is composed of professionals with the experience, knowledge, and personal commitment to build meaningful, long-term client relationships. We are here to help you succeed and view every interaction, whether spoken or written, as an opportunity to earn and maintain your trust.
“You are not just a number or a trailer fee. You are a real person with a real family. We take the time to learn about what’s important to you. This crucial step underpins everything we do… our business has grown on account of clients’ referrals to family members, friends and co-workers.”
– Regan Schiller
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.
