At Altium Wealth Management ™, a Registered Investment Advisory (RIA) firm, we believe that wealth goes beyond the accumulation of assets and picking the right investments. Wealth is not created for the sake of being rich; it is a means to and end and an essential ingredient that allows you to achieve your purpose in life. Your financial advisors at Altium Wealth Management ™understand that you are a person or entity with a unique set of circumstances, personal goals and investment requirements who desire a long-term strategy in line with your particular objectives. Similar to being your personal CFO, the Altium Wealth Management ™investment advisors take into consideration the full spectrum of your desires so that our team of Certified Financial Planners (CFP)™and Masters of Science in Financial Services (MSFS)™ experts may co-create a wealth management program customized for you.
Altium Financial Advisors
Altium Wealth Management ™, based in Westchester County, NY, takes a family office concept approach to wealth management and begins the conversation with a probing personal interview and a careful review of your current assets. In order to clearly understand your goals, Altium Financial Advisors will listen intently to your circumstances and learn what really matters to you. Based on this dialogue, your dedicated financial Altium Financial Advisors will construct a series of improvements and implementation strategies tailored to your specific desires, grounded in strong fundamental values and guided by economic principles. You will be empowered to make better decisions with the support of a team of expert Altium Financial Advisors, allowing you to utilize your wealth in the most effective manner possible.
The Altium Wealth Management ™ highly-integrated Comprehensive Wealth Solution ™ approach involves virtually all aspects of your financial decisions. The The Altium Wealth Management ™ chief strategists carry the Certified Financial Planner (CFP) ™ and Master of Science in Financial Services (MSFS) ™ designations, amongst other industry-accepted standards of excellence. The Altium Wealth Management ™ Financial Advisors are uniquely qualified to provide you with a targeted plan that will optimize your financial needs. As your “personal CFO”, every wealth management decision you make today and in the future will be guided with expert coordination and economic-based solutions. Your team of highly-skilled professionals at The Altium Wealth Management ™ will be at your disposal to provide you with a most extraordinary financial planning experience.