Altus Wealth Management is an independent financial firm - built on local values - with a dedicated team focused on our uncompromising mission. We give sound, commonsense wealth management advice delivered with exceptional service to meet your individual financial security goals.
To support every aspect of your financial picture, we provide personalized investment management services with options for 401(k) plans, insurance and financial planning and counseling.We work with a wide range of clients with a variety of wealth management needs - retirees, families, small-business owners or large companies, high-net-worth individuals, endowments and foundations.
To support every aspect of your financial picture, we provide personalized investment management services with options for 401(k) plans, insurance and financial planning and counseling.We work with a wide range of clients with a variety of wealth management needs - retirees, families, small-business owners or large companies, high-net-worth individuals, endowments and foundations.
Services
Altus Wealth Management is an independent financial advising firm with a dedicated team focused on one uncompromising mission. We give sound, commonsense wealth management advice, delivered with exceptional service, to meet your individual financial wellness and security goals. Our experienced team of advisors provides a comprehensive suite of financial services to address your particular financial and wealth management needs.
We'll work with you to look at your business as a whole to ensure its financial stability, operating strength and long-term performance. In addition to our more traditional financial management capabilities, Altus offers other business-focused financial services such as complete business insurance protection and any situation that requires specialized coverage.
With decades of combined experience, our team works together to provide you with unparalleled expertise in all things money and investment related. We take the time to explain everything in easy-to-understand language. You can feel at ease, trusting that we have your best financial interests in mind.
Whether you are a rookie investor wondering what to do with your new signing bonus, or a seasoned veteran looking for the right coach and a solid game plan to ensure a stable and secure financial future for you and your family, you can feel confident with Altus as a member of your winning wealth management team.
We'll help you take stock of your situation by reviewing your pension, social security, 401(k) and IRA accounts, as well as other financial assets to craft a comprehensive plan designed to meet your current needs and future financial goals. We also can create cashflow projections, determine proper IRA selections and devise distribution strategies to help improve retirement savings.
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Dionne Thomas
Aug 08, 2020
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