Investment portfolios, managed locally - Designed around you, your resources, your plan and your ability to endure losses. My name is John. I created ALTUS Wealth Solutions to do for you, the client, what I wanted a financial planning firm to be able to do for me - provide wisdom, experience and perspective to help you do the most with the financial resources you have.
If you want advice from a professional & informed personal-finance veteran, aligned with your values, then I believe we should at least have a (free) conversation to explore the possibilities. I promise to do everything in my power to make our time together worthwhile.
If you want advice from a professional & informed personal-finance veteran, aligned with your values, then I believe we should at least have a (free) conversation to explore the possibilities. I promise to do everything in my power to make our time together worthwhile.
Services
Being nimble is good. Knee-jerk reactions are not. The best financial strategies are rules based and predetermined (if "A" happens, then we'll do "B"). Personal finances have a lot of moving parts. We manage that complexity transparently through plain language so you know what's going on but aren't overwhelmed.
We'll help you identify the Ideal Results for You. The document will Prioritize those Goals based on your Values (what's most important to you). An Outline of Resources with what they can (and cannot) do and All Levers (not just investments) you can push to most reliably reach your Targets. Prioritized strategy to get you from Where You Are Now to Where You Want to Be. Includes a Timeline to scope your efforts and take care of first things first.
Wealth (no matter how much) only means something when you use it wisely towards some end that is important to you. The quality of life you're able to enjoy today is a direct result of the thousands of daily decisions you've made in the past - not just about how you spent your money, but how you used your time and energy, too.
We offer Investment advice with portfolios managed locally - Designed around you, your resources, your plan and your ability to endure losses. I believe that the best investment advisor should be focused on Building a Portfolio for YOUR Life Plan. In addition, it seems that most other investment advisors don't really do this.
Odds are, you're exposed to way more risk through your portfolio than you know or want. Investment managers are under pressure to keep up with the market and they expose YOU to extra risk to do it. They hide that risk behind concepts like modern portfolio theory, diversification and Buy & Hope investment strategies.
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