You can expect personalized, reliable advice and service. A team with 40+ years of experience dedicated to helping you realize and achieve your financial goals. The ultimate gratification for our team is when we turn retirement dreams into possibilities. All of our skilled advisors hold the Certified Financial Planner Designation (CFP), which is considered the gold standard for providing retirement and post retirement advice.
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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.
A holistic customized approach for clients who value and seek advice, but also want to participate in selection of investment managers and security holdings.
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.