Facts and Insights
ALTUS WEALTH SOLUTIONS is a leading financial services firm that helps clients achieve their financial goals and secure their future. Founded in 2010, the company has established itself as a reliable and trusted advisor, providing personalized solutions to clients of all backgrounds.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 15 |
| Time in Business | 10 years |
With half a billion dollars in assets under management and a team of 15 experienced advisors, ALTUS WEALTH SOLUTIONS has the resources and expertise to provide high-quality services to its clients. The company has been in business for 10 years, building a solid reputation and establishing long-term relationships with its clients.
Financial Services Offered
ALTUS WEALTH SOLUTIONS offers a comprehensive range of financial services, including:
- Investment Management and Financial Planning
- Tax Planning and Preparation
- Retirement Planning
- Estate Planning
- Insurance Planning
The company takes a holistic approach to financial planning, tailoring its services to each client’s unique financial situation and goals. ALTUS WEALTH SOLUTIONS is committed to helping clients build and maintain wealth, while also providing protection and security for their future.
Client Types
ALTUS WEALTH SOLUTIONS serves a diverse range of clients including:
- High-Net-Worth Individuals
- Business Owners and Entrepreneurs
- Professionals and Executives
- Retirees
- Young Families
The company understands that each client has unique financial needs and goals, and works closely with them to develop personalized solutions that align with their values and objectives.
Fees & Compensation
ALTUS WEALTH SOLUTIONS operates on a fee-only basis, meaning that it does not earn commissions or compensation from third parties. This ensures that the company’s advice is unbiased and in the best interest of its clients. The company’s fees are based on a percentage of assets under management, and are transparent and straightforward.
Background
ALTUS WEALTH SOLUTIONS was founded by John Smith, a financial expert with over 20 years of experience in the industry. He is a certified financial planner (CFP) and a member of the Financial Planning Association (FPA). The company’s team of advisors also possess diverse backgrounds and expertise, contributing to the company’s success in providing comprehensive financial solutions.
Financial Advisor Disclosures to Know
ALTUS WEALTH SOLUTIONS is committed to transparency and ethical practices, and is proud to maintain a clean regulatory record. The company does not have any disclosures or disciplinary actions on record, reinforcing its reputation as a trustworthy and reliable financial advisor.