Altium was founded with the intent to introduce a fresh, client-centric approach to the industry. Our practice was built to empower the pursuit of fulfillment; to identify and achieve your purpose and the life you envision. We manage your wealth in a way that is tailored to you, to help advance you in your journey. Each client has a team of professionals who are dedicated to providing you with highly individualized guidance through candid, consistent communications.
At Altium, we strive to break the industry’s status quo and redefine financial planning through our distinct and holistic solution called, Vantage Point™. This wealth management process prioritizes your values and acknowledges the ever-changing financial landscape, helping to ensure that your financial strategies align with both the current environment and the future life you envision.
Our Process
Vantage Point™ is our trademarked, client-centric planning process designed to deliver customized wealth management strategies. Our Investment management platform is the engine that powers many of those strategies.
Our Clients
We build relationships with purpose-oriented clients who appreciate the responsibility that comes with success and seek wealth management guidance to help achieve the future they envision. Our clients include:
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