Independent wealth management puts clients first in a way that large corporate institutions just can’t. Independent advisors are motivated because they’re not tied to selling bundled investments or meeting sales quotas. Instead, they can focus on delivering financial advice to clients and managing their assets on world-class platforms.
Our independence allows us to be objective and impartial. Wellington-Altus is ideal for independent advisors and clients who don’t want the constraints of large corporate systems and requirements.
Clients come first—not sales quotas, not quarterly targets, not profitability minimums. Each client is unique, and so are the solutions they receive. Our advisors are free to do what’s right for every client, every time.
With an entrepreneurial culture, we’re better at business because we’re a firm built by advisors, for advisors. Our agile approach to technology means we always have the best platforms and solutions for our clients and advisors.
Senior Wealth Advisor & Senior Portfolio Manager
Wellington-Altus Private Wealth
Senior Investment Advisor & Senior Portfolio Manager
Wellington-Altus Private Wealth
Senior Wealth Advisor & Senior Portfolio Manager
Wellington-Altus Private Wealth
Senior Wealth Advisor & Portfolio Manager
Wellington-Altus Private Wealth
Investment Advisor & Associate Portfolio Manager
Wellington-Altus Private Wealth
Investment Associate, Mutual Funds Only
Wellington-Altus Private Wealth
As the Roman philosopher and statesman Lucius Annaeus Seneca once said: “Yield not to adversity; trust not to prosperity; keep before your eyes the full scope of Fortune’s power, as if she would surely do whatever is in her power to do.”
Wellington-Altus has announced the creation of three new leadership roles, including two executive-level positions, to support its exceptional growth trajectory and continue its mission of delivering unparalleled levels of advisor support.
The Illusion of Easy Wealth in Today’s Economy “That ain’t workin’ that’s the way you do it; Money for nothing and your chicks for free.”
A commission-based brokerage option for clients who want to participate in their investments, whether corporate new issues, syndicated capital raises, individual stocks or bonds.
An option that focuses on providing advice about managing wealth for clients. Advisor fee is based on portfolio value rather than commissions.
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
