A complete list of active advisors currently associated with Altamont Wealth Management, Inc.

Warmer can help you find a great advisor at Altamont Wealth Management, Inc. or one who fits your needs even better.

Altamont Wealth Management serves individuals, couples, non-profits, retirement plans, and corporations, with a client base that includes high-net-worth and individual clients. The firm provides investment portfolio management using primarily mutual funds and ETFs, along with limited-scope hourly financial planning and referrals to independent third‑party subadvisors when a specialized strategy is needed. The firm constructs individualized, buy-and-hold diversified portfolios rather than using pre-designed model portfolios, beginning with an initial client interview and ongoing reviews to guide rebalancing and adjustments. Portfolio decisions and trades are presented to and approved by clients, and the firm states it manages assets on a non-discretionary basis with semi-annual fund reviews and continuous monitoring. What is distinctive is that Altamont reports managing $182,866,843 entirely on a non-discretionary basis and does not accept investment discretion for client accounts, so clients retain final trade authority. The firm also commonly recommends subadvisors (often via a Schwab Managed Account platform) for larger bond or specialized mandates and relies on Schwab for custody and institutional support services.

To learn more about the advisors currently working at Altamont Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.