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AltiumAlliance®, an independent consulting firm, is a leading wealth management consulting partner for progressive accounting, legal and financial planning firms. Traditionally, the advisor/accountant relationship has culminated in failure due to the inherent conflict of interest and lack of alignment of vision and goals.

 

AltiumAlliance® has broken the paradigm and developed a turnkey solution and system that solves this chronic, industry-wide problem. Our innovative business-consultancy is designed exclusively for advanced professionals seeking wealth management strategies, improved client retention, business development solutions and increased firm valuation.

1/7

2500 Westchester Avenue, Suite 210

Purchase, NY 10577

P: 877-780-0074 

F: 914-251-0344

info@altiumwealth.com

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© 2020 ALTIUM WEALTH MANAGEMENT, LLC. ALL RIGHTS RESERVED.

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