We are Independent, allowing us to be objective and impartial, always putting our clients first.
We embrace innovation and have the experience and the bench strength to manage clients’ wealth plans through all market conditions.
We are not constrained by cookie-cutter products that suggest one size fits most. We listen to our clients first and then tailor customized strategies to meet each client’s unique goals and objectives.
Our team uses our experience to efficiently sift through the plethora of securities products available, which includes Stocks, Exchange Traded Funds (ETF), Mutual Funds, Alternative Products, Structured Notes and more. This eliminates noise and emotions from the investment decision. When we are unable to find suitable or appropriate products, we have the experience to build customized investment solutions.
Our securities selection process is driven by a thorough and vigorous discovery process, anchored by a systematic, rules-based process.
Integral to how the Jeffrey’s Group manages our clients’ wealth, is our commitment to align with needs that go beyond wealth management.
Accessibility, Family Principles, Community Beliefs, Generational Succession – we strive to earn your confidence in knowing that your wealth management strategies are tailored specifically for you. This is Wealth Management 2.0.
Contact us to see how we can FIT within your family’s inner circle.
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.
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.
“Independent wealth management puts clients first in a way that large corporate institutions just can’t. Independent advisors are motivated because they’re not tied to selling bundled investments or meeting sales quotas. Instead, they can focus on delivering financial advice to clients and managing their assets on world-class platforms.”
Charlie Spiring, ICD
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.