Altura Wealth Advisors

Rachel Wren is a financial advisor with Altura Wealth Advisors in Virginia Beach, VA, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Northwestern Mutual and The Opus Group. She is also a licensed insurance agent, dedicating part of her time to insurance sales and implementing insurance recommendations. Altura Wealth Advisors manages approximately $235 million for individuals, trusts, estates, businesses, and retirement plans. The firm uses model portfolios with ETFs and low-cost mutual funds, combining fundamental and cyclical analysis with Modern Portfolio Theory in a primarily long-term investment approach.

Roger Crook is a financial advisor at Altura Wealth Advisors in Virginia Beach, VA, with 15 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for Northwestern Mutual Investment Services, LLC for 14 years. Outside of advising, he is an owner of RECJ, LLC, an entity that holds his ownership interest in LCW Services, LLC. Altura Wealth Advisors is an SEC-registered investment adviser managing approximately $235 million for individuals, trusts, estates, businesses, and retirement plans. The firm uses model portfolios primarily composed of ETFs and low-cost mutual funds, applying fundamental and cyclical analysis alongside Modern Portfolio Theory with a long-term orientation.

Repp Lambert is a financial advisor with Altura Wealth Advisors in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Northwestern Mutual Investment Services, LLC for nearly three decades before joining Altura Wealth Advisors and Purshe Kaplan Sterling Investments, Inc. in 2025. Outside of advisory work, Lambert is a part-owner of a Papa John’s franchise. Altura Wealth Advisors is an SEC-registered investment adviser managing approximately $235 million for over 260 clients, including individuals, trusts, estates, businesses, and retirement plans. The firm employs model portfolios with ETFs and low-cost mutual funds, using fundamental and cyclical analysis alongside Modern Portfolio Theory, and offers discretionary management, comprehensive financial planning, retirement plan advisory, and insurance consulting services.

Brian Tran is a financial advisor at Altura Wealth Advisors in Virginia Beach, VA, holding Series 63 and Series 65 licenses. He has professional experience beginning in 2021 with Northwestern Mutual Investment Services LLC, followed by roles at Altura Wealth Advisors since 2023. Prior to his finance career, Tran worked in the fitness industry with Gold’s Gym and LA Fitness. Altura Wealth Advisors is an SEC-registered firm managing approximately $234.9 million for around 261 clients, including individuals, trusts, estates, businesses, and retirement plans. The firm employs model portfolios consisting mainly of ETFs and low-cost mutual funds, applying fundamental and cyclical analysis alongside Modern Portfolio Theory within a generally long-term investment approach.