EMPOWERING THE PURSUIT OF FULFILLMENT

Like a lot of great stories, ours started with a moment of clarity...

Founded on principles that form the bedrock of our firm today, Altium Wealth was born from the desire to be of uncommon service to our clients. In order to do that, we had to reconsider industry models as well as much of what we had learned about financial services up to that point.

In 2009, we recognized that in order to operate with our values we needed to take action. We stepped off a more traditional path in order to develop our own vision – one with a firm commitment to a client-centric model for service at its core. We made the decision that this would be the foundational goal of our firm, guiding our conversations, focus, commitment to transparency and, most significantly, financial results we strive to produce for families.

With our founding partners and loyal team members by our side, we started over, building a model that met with our core values. With strong growth since our inception, as well as a steadily growing base of inspiring clients and strategic professional alliances, Altium is the embodiment of our collective dedication to our principals.

A company of purpose.