As an investment team, we bring a combined experience of over 25 years in the financial industry. Our passion is helping clients achieve and exceed their financial goals. We believe that a true partnership with our clients is key in reaching financial milestones and successes. We identify the characteristics of a successful partnership as: mutual understanding, respect, communication, trust, listening and sharing information that is timely and relevant. A partnership with us means you can enjoy peace of mind and freedom knowing your investments are being stewarded with the greatest care and attention. Working with us means you can focus on what is most important to you, such as your family, business or enjoying life. We are proud to be a part of Wellington-Altus Private Wealth and look forward to being part of your financial journey.
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.
Traditional Brokerage
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.
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.
September 4, 2025 Investing at the crossroads of history “A wise man will make more opportunities than he finds.” – Francis Bacon, The Essays (1597)
August 12, 2025 Why America’s reset could propel the S&P 500 to 7,500 “The reasonable man adapts himself to the world: the unreasonable one persists
July 8, 2025 The Federal Reserve, central bank ideology, and the future of economic order “The Federal Reserve… is in the position of the chaperone