For years, we’ve helped clients grow, protect, and enjoy their wealth. Our strategic approach looks at more than just your finances — we take the whole person into account. By aligning your plan with your goals, values, and life priorities, we aim to help you achieve lasting prosperity and peace of mind.
We tailor portfolios to reflect your unique financial goals, risk tolerance, and time horizon. Our approach blends strategic asset allocation with active oversight to help you stay on track through changing market conditions.
Minimizing tax is a key part of maximizing wealth. We incorporate tax-efficient investment vehicles and withdrawal strategies to help you retain more of what you earn and grow your assets with intention.
Your financial plan should be built around what matters most to you. Whether you are saving for retirement, funding education, or planning a major purchase, we align your strategy with your life’s priorities.
Holding a large position in a single stock or asset can be risky. We offer structured solutions to help you unlock value, manage exposure, and transition concentrated holdings into diversified wealth.
Protecting what you have built is just as important as growing it. We focus on strategies that safeguard your capital while identifying opportunities to enhance long-term performance.
Passing wealth to the next generation requires thoughtful planning. We help families navigate the complexities of estate planning, tax implications, and legacy goals with clarity and care.
Uncertainty is inevitable—but it can be managed. We assess your exposure across financial, market, and personal risks, and implement tools such as insurance and diversification to help protect your future.
We offer access to a wide spectrum of investment opportunities. These solutions are designed to complement traditional portfolios and enhance diversification.
*All insurance products and services are offered by life-licensed advisors of Wellington-Altus Insurance Inc. or other insurance agencies separate from Wellington-Altus Private Wealth.
We help business owners prepare for smooth transitions—whether passing the torch to family, selling to a third party, or restructuring internally. Our planning process ensures continuity, minimizes tax impact, and protects the legacy you have built.
Empowering the next generation with financial knowledge is key to long-term family success. We offer tailored guidance and education to help young adults build confidence in managing wealth, making informed decisions, and understanding their financial responsibilities.
Family wealth requires more than investment management—it demands alignment across generations. We facilitate conversations, structure governance, and create strategies that preserve harmony while supporting shared financial goals.
Giving with intention can be one of the most rewarding aspects of wealth. We help clients design philanthropic strategies that reflect their values, maximize impact, and integrate seamlessly with their overall financial plan.
Establishing a foundation or legacy plan requires thoughtful structure and long-term vision. We guide families and individuals through the process of creating charitable entities, defining purpose, and ensuring sustainability across generations.
