The Wellington-Altus Advisory Council brings advisors together to share their expertise, insights, and ideas to help shape the future of Wellington-Altus.
As a firm built on a partnership model, we believe it’s essential to keep both the client experience and advisor perspective at the heart of our strategic decisions. That’s why this group meets regularly—to collaborate on solutions that benefit their clients, their practices, and the firm.
Senior Wealth Advisor, Senior Portfolio Manager
Wellington-Altus Private Wealth
West Oak Family Office
Senior Portfolio Manager & Senior Wealth Advisor, Wellington-Altus Private Wealth Inc.
Vice-Chair, Wellington-Altus Financial Inc.
Colin Ryan Wealth Management
Senior Wealth Advisor & Senior Portfolio Manager
Wellington-Altus Private Wealth
Kluge Wealth Advisory Group
Senior Investment Advisor
Advisory Council Co-Chair
Wellington-Altus Private Wealth
Cresco Wealth Management
Senior Investment Advisor
Wellington-Altus Private Wealth
Mauro Private Wealth Management Group
Senior Wealth Advisor, Senior Portfolio Manager
Advisory Council Co-Chair
Wellington-Altus Private Wealth
The Rosedale Family Office
Senior Wealth Advisor & Senior Portfolio Manager, Wellington-Altus Private Wealth Inc.
Board Member Wellington-Altus Financial Inc.
Wellington-Altus Private Wealth
The Wong Group
Senior Investment Advisor
Wellington-Altus Private Wealth
Harvey Morrison Private Wealth
Senior Wealth Advisor & Senior Portfolio Manager
Wellington-Altus Private Wealth
Aspire Wealth Partners
Senior Wealth Advisor, Senior Portfolio Manager
Wellington-Altus Private Wealth
The Mahrt Investment Group
Senior Wealth Advisor, Senior Portfolio Manager
Wellington-Altus Private Wealth
Henderson and Associates
Senior Wealth Advisor & Portfolio Manager
Wellington-Altus Private Wealth
Hale Investment Group
Senior Wealth Advisor, Wellington-Altus Private Wealth Inc.
Founder, Wellington-Altus Financial Inc.
Degelman Pruden Group