Why Altium

Redefining Wealth Management

We founded Altium in 2010 with a specific intention: to offer an alternative to the fragmented, transactional service model commonplace in the industry. We set out to transform the wealth management experience, designing a consultative, personalized service model that prioritizes your true purpose.

Your Wealth. Our Wisdom. One Purpose

Building relationships based on trust and mutual respect is at the cornerstone of our financial planning approach. Each client has a designated team of professionals, dedicated to providing you with highly individualized guidance through candid, consistent communications. Your financial plan is continuously re-evaluated and re-optimized based on ever-changing factors to empower you to live the life you envision.

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Our Core Principles

  • Envision a bright future

  • Seek truth and accountability

  • Commit to excellence

  • Embrace relationships

  • Lead selflessly

A Culture of Community

We believe that true purpose is only achieved when financial, professional and personal success intersects with positively impacting our community. Every aspect of philanthropic planning is woven within your financial plan from using your wealth as a tool for strategic change to helping your family craft a philanthropic mission statement. 
 
Altium is committed to charitable giving by supporting a range of social responsibilities and philanthropic endeavors; and by fostering a culture that promotes community service, involvement and leadership, ultimately empowering our team to empower others.

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YOUR WEALTH.
OUR WISDOM.
ONE PURPOSE.