Investments, insurance and financial plans are essentially intangible products. You can’t touch them or feel them, yet judgments about them are made on the basis of the relationship between you and your investment advisor.
Our job, then, is to get to know the people and families who we serve as clients. Once we begin to truly understand your needs, circumstances and goals, we purposefully and methodically build a team of expertise around you and your portfolio. These experienced specialists are locally based, so they’re right here in your community. Teams may consist of financial planners, wealth strategists, portfolio managers and more, usually five to seven people who are dedicated to you as our client. The team’s job is to deliver the full power of Wellington-Altus in a highly customized way.
We believe today’s clients are smart—armed with data, information and access to knowledge. The winning companies, especially in highly competitive industries like wealth management, will be the ones who can understand and anticipate what their clients really want.
Armed with forward-thinking solutions and an unparalleled customer experience, Wellington-Altus aims to deliver what can only be considered a true private client experience.