About Wellington-Altus Private Wealth

We are investment professionals and entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.

"

I love having the ability to structure conservative or aggressive portfolios without having to worry about meeting sales quotas set by a larger institution who doesn’t even know my clients.

" - Paul Jelec | Founder, Director & Senior VP
Benefits

What sets us apart from the competition in wealth management.

A Private Client Experience

What you can expect when you ask us to manage your wealth.

Leadership

Meet our founding Management Team and Board of Directors.