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.

Read Our Story.

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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.

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Charlie Spiring, ICD. D | Founder, Chairman
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.