A complete list of active advisors currently associated with Altus Wealth Solutions

Warmer can help you find a great advisor at Altus Wealth Solutions or one who fits your needs even better.

Altus Wealth Solutions provides personalized financial planning, investment management, and business consulting to individuals and a range of organizational clients. Its client base includes pension and profit‑sharing plans, trusts, estates, charitable organizations, small businesses and, at times, banks, thrift institutions and investment companies. The firm offers two primary investment approaches: a passive ETF strategy aligned to a client’s Risk Number and a tactical core‑and‑satellite strategy that adjusts asset‑class exposures using rules‑based trend regression; portfolios are implemented primarily with low‑cost index funds and ETFs and are globally diversified. Investment advice is integrated with ongoing financial planning and business coaching, and accounts are typically managed on a discretionary basis under a limited power of attorney while custody remains with qualified custodians. Notable aspects for a small independent adviser include the firm’s mix of institutional and plan‑related clients alongside individual households, and its combination of fee‑based planning and investment management with business consulting and the occasional sale of insurance or annuity products. The brochure also discloses that the firm manages roughly $4.75 million for about 25 clients, maintains a business‑continuation agreement with another advisory firm, and that the lead advisor has a significant concurrent university role.

To learn more about the advisors currently working at Altus Wealth Solutions, 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.