Wellington-Altus Private Wealth

About Us

We are investment professionals and entrepreneurs who value an independent approach to investing and wealth management.
It’s an approach that puts clients first.

INDEPENDENT
Our independence allows us to be objective and impartial. Wellington-Altus is ideal for independent advisors and clients who don’t want the constraints of large corporate systems and requirements.

UNCONSTRAINED
Clients come first—not sales quotas, not quarterly targets, not profitability minimums. Each client is unique, and so are the solutions they receive. Our advisors are free to do what’s right for every client, every time.

ENTREPRENEURIAL
With an entrepreneurial culture, we’re better at business because we’re a firm built by advisors, for advisors. Our agile approach to technology means we always have the best platforms and solutions for our clients and advisors.