Wagner Investment Team

Our team provides outstanding wealth management strategies to a select group of successful families, and women, who are experiencing significant life changing events. We help our clients achieve financial security and comfort, giving you the confidence that you are on track to live the life that you want.

Forward-Thinking Solutions

Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.

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Platinum Private Portfolios

A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.

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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.

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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.

Experience + Independence

Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.

Holistic Wealth Planning Advice

The cornerstone of our practice is developing custom Asset, Income and Expense Projections. Once your
plan is put into action, we work together to ensure your plan is updated as your circumstances evolve.