To Know Us is to Trust Us - Proven Success
Welcome to Altus Wealth Management, a premier wealth management firm that prioritizes building securities and financial confidence for our clients through trusted relationships and exceptional service. Our firm, established on local values, prides itself on being an independent financial firm dedicated to our uncompromising mission of providing sound, commonsense wealth management advice delivered with exceptional service.
Our Approach to Overall Financial Wellness
Our goal is to support every aspect of our clients' financial picture, which is why we offer personalized investment management services. These services include options for 401(k) plans, insurance, financial planning, and counseling. Altus Wealth Management caters to a wide range of clients with various wealth management needs. Whether you are a retiree, family, small-business owner, large company, high-net-worth individual, endowment, or foundation - we are ready to assist you in meeting your individual financial wellness and security goals.
Core Wealth Management Services
At Altus Wealth Management, we offer a comprehensive set of core wealth management services, including:
- Investment Advising
- Retirement Planning
- Cash Flow Analysis
- Asset Allocation
These core services allow us to develop a personalized strategy to manage and grow your wealth, tailored to your specific needs.
Value Add Services
In addition to our core services, we offer specialized financial solutions based on your unique situation and objectives. These value-added services include:
- Employee Benefit Plans (401k Plans, Group Life Insurance, Short-Term Disability, Group Health Insurance, Long-Term Care)
- Insurance Planning (Assess Current Insurance Policies, Medicare Supplement Plans, Life Insurance, Key-Man Life Insurance, Buy-Sell Policies)
These value-added services ensure that you receive the most comprehensive financial advice and solutions to secure your wealth and achieve financial peace of mind.
Meet the Altus Wealth Management Team
Our team is comprised of 13 licensed professionals, including 1 Chartered Financial Analyst (CFA), 4 MBAs, and 1 Attorney. Our collective thinking is focused solely on our clients' financial goals, facilitating a comprehensive approach. Our advisors frequently work together with clients to provide the sound advice and expertise required for specific situations. As proud regional alumni, we understand the unique needs of our community and are committed to providing the highest level of personalized service with a little something extra - lagniappe.
Now that you know us better, we invite you to learn more about how Altus Wealth Management can help you achieve your financial wellness and security goals.
Red Flag Reviews
Company Criticisms
Many users have expressed strong dissatisfaction with the company, citing issues with professionalism, quality, responsiveness, and value. The majority of the complaints are centered around the company's poor performance in providing reliable services, leading to financial losses for customers. The service providers are characterized as unprofessional, with communication breakdowns and lack of accountability.
Loss of Investments
Investors have reported significant financial losses due to the company's poor management and unscrupulous practices. The company's failure to deliver on its promises has resulted in the loss of invested capital, leaving customers with empty pockets. The experiences shared by users suggest that investing in this company is a costly mistake that can have long-term financial implications.
Unreliable and Unprofessional Service
The company's service providers are accused of being unreliable and unprofessional. Communication breakdowns and administrative inefficiencies have resulted in delays and misunderstandings, further exacerbating the problems faced by customers.
Customers Warned
The warnings issued by customers to potential investors are loud and clear: avoid investing in this company at all costs. The negative experiences shared by users serve as a stern reminder of the importance of thoroughly researching and evaluating companies before making investment decisions.
