2500 Westchester Avenue, Suite 210

Purchase, NY 10577

P: 877-780-0074 

F: 914-251-0344

info@altiumwealth.com

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ALTIUM INSIGHTS

Our Thinking  >  Altium Insights

Many wealthy individuals and families, who hold highly appreciated publicly traded securities in their portfolios, have discovered that they can increase the tax efficiency of their donations to charity by giving these securities directly to the charity, rather than selling the securities and giving...

 Our principal mission at Altium is to help our clients pursue their own personal fulfillment. The planning process we use to do this includes an on-going audit of all aspects of their wealth. We show our clients how to take a high level, comprehensive view of their situation and educate them on the...

Memories of the great Olympic moments we experienced this summer have faded and been replaced by the image of a bad call on Monday Night Football. Thankfully the regular NFL referees have come back on the field to rescue the season. Week 4 of the season marked their return. It also marked the end of...

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