Altus Wealth Management is a financial advisory firm based in Albuquerque, NM., with an East Coast satellite in Bucks County, PA. We are woman-owned and women-operated. We serve a diverse clientele and do business wherever our clients need us to be. Our mission is to deliver to our clients what we demand for ourselves: a client centric practice, straight talk, prudent management, and just the right amount of contact.
Our clients run the gamut: Old Guard to immigrants, millennials to octogenarians, from pro-bono to the top 2%, individuals, their families and their businesses. We know there are thousands of wealth management firms from which you can choose. Just like there are thousands of clients with whom we can engage.
Our clients run the gamut: Old Guard to immigrants, millennials to octogenarians, from pro-bono to the top 2%, individuals, their families and their businesses. We know there are thousands of wealth management firms from which you can choose. Just like there are thousands of clients with whom we can engage.
Services
By now, you've likely discovered that there are thousands of wealth management firms from which to choose and we all offer pretty much the same products and services. But what we have discovered is that our clients want what we demand for ourselves - and that's where we begin. We invest our time in finding out who you are, just as you should in any financial advisory you're considering.
Our reasons for becoming financial professionals are deeply personal. And our mission reflects that: to deliver for our clients what we demand for ourselves. In doing so, we have developed a reputation for providing a unique client experience: one that begins with you, not your money. We believe our team approach adds a broader perspective to all that we do and increases the benefits for our clients.
Our mission is to thoroughly understand your financial needs and provide you with the most appropriate strategies to help meet them. Our commitment to that mission is to utilize all of our resources to help you pursue your goals, and to be there every step of the way, investing, preserving your wealth, and safeguarding your dreams.
We partner with our clients to help them clarify and reach their financial objectives. Our job is to get you where you want to go. We do this by talking to you in plain, understandable language. We don't want confusion and uncertainty clouding your financial decisions, so we help you to clarify your goals, and make sure they are realistic.
As a woman-owned and women-operated financial services firm, we anticipated our practice might grow to reflect a more heavily skewed female demographic. We knew 70% of women investors changed their financial advisors within a year of their spouse's death (Source: McKinsey & Co. analysis). Our industry was dropping the ball with this group.
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