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.

"

We’ve designed Wellington-Altus to have everything we saw was missing from other institutions. All our advisors are equity partners, our entire platform is transparent and technologically forward, and our infrastructure is built to accommodate the holistic wealth model.

"

Todd Degelman | Todd Degelman, Vice-Chairman & Founder, Senior Investment Advisor
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.