The vision of Altius Wealth is to be an enduring wealth management firm that guides multiple generations, is valued, and trusted by our clients and our community. Our culture of caring, passion, and focused expertise provides you with an exceptional experience with everlasting impact. We share your passion for giving the next generation better opportunities, leaving your corner of the world better than you found it, and engaging with life on a higher level. We put the same thought and care behind your experience that we would provide to our own families.
Get a financial plan that prioritizes your priorities.
I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:
✓ Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
✓ Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
✓ Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
- Identify your goals. First, we’ll make sure we understand what’s important to you and your loved ones, where you are today and where you want to be in the future.
- Develop your personalized plan. We’ll then analyze your financial situation and develop recommendations that can help you and your family achieve financial security.
- Implement your strategies. Together, we’ll bring your financial plan to life with proven financial products and quality solutions.
- Review your plan. Even small changes in your life can impact your financial plan. We’ll help you adjust your plan as needed to stay on track.
And although your financial strategy will be unique to you, we’ll ensure that it’s built on a solid foundation to help you protect against the unexpected, accumulate wealth and preserve what you’re working so hard to achieve.
If you’re a business owner, we recognize there’s no separating the goals you have for your family and the goals you have for your business. That’s why we offer a process that addresses both, allowing you to create a competitive business advantage and live the life you envision.
You’ll be supported by a team of experts who specialize in business planning – such as employee benefits, insurance and exit planning – alongside those who specialize in personal financial planning and estate planning.
Learn more about the business planning, products and solutions under the Expertise tab on this website.
Take the First Step
Regardless of whether or not you own a business, our personalized approach to financial planning is much like building a custom home – designed to your specifications, built to meet your goals. Learn more about how we help our clients live the life they envision in this two-minute video.
Then, take the first and most important step toward creating a lifetime of financial security. Contact us to set up a meeting.