Altair Advisers

Our experienced and credentialed leadership team includes CPAs, attorneys, bankers, CFPs and CFAs in addition to staff members with other advanced degrees and designations. With a carefully maintained client-to-adviser ratio, you are served for the long term by professionals who know your situation well.

Our mission is to provide objective advice and comprehensive guidance across all aspects of our clients' financial lives. Our goal is to simplify the complexities of wealth so that you can pursue and enjoy the opportunities it enables. Our core belief in the importance of independent and objective advice influences every aspect of Altair's infrastructure.

Like a symphony, your wealth consists of many different components that must complement and balance each other. Our three-part integrated services support your full wealth management needs.

Whether designing a portfolio to achieve specific investment goals, reviewing a long-held insurance policy or determining the best way to talk about family trusts with young adults, we work in close collaboration with you and your other professional advisors to ensure an integrated approach to your wealth planning.

Your investment portfolio is designed to achieve important short- and long-term objectives. We use seasoned judgment to develop and implement an investment strategy to fit your needs and protect and enhance your wealth. Many of our clients have complex wealth structures, and portfolio decisions must complement all their holdings to optimize the total client net worth.

Reaching your wealth goals requires the ability to review all of your financial information on a consistent basis in order to recognize how different aspects of your finances and wealth structuring interact. Our ongoing financial tracking and reporting allow you to see the big picture, proactively identify risks and effectively evaluate opportunities that could be to your benefit.