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.
You've spent a lot of time pushing the limits, exceeding every expectation. You're not sure why you are the way you are... but along the way you've come to recognize that not everyone is wired like you.
You're always in growth mode. You're always asking, "what would be better?"
At Altium, we don't simply accommodate people like you, we built our entire organization with you in mind. Whether you've built your own business, lead in a corporate setting, or in any other way made "excellence" your pursuit... we're here to serve you and your unique purpose.
Our principles serve as guideposts along the journey of fulfillment towards your purpose.
Altium created conditions both inside and outside of our organization that empowers our clients, the industry, and our community to continuously pursue their purpose.
That's because helping others to achieve their purpose is our purpose.
We strongly believe everyone possesses a unique genius, a quality that drives them. In that ability are the tools to achieve their purpose. We also believe that happiness and fulfillment are not the destination at the end of one's journey, rather, they are achieved in the journey itself.
Envision a bright future
Commit to excellence
Anytime something enormously important and impactful is accomplished, there is always a well-aligned team working seamlessly in the background.
We'd like to introduce you to ours.