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About Us

Building Relationships

ALTIUS takes a personalized approach to financial planning. We develop strong, lasting relationships with our clients. In fact, many of our clients have been with us for 20 years, some for over 35. We care about what matters in their lives. We value their life goals, priorities, passions, time, and decisions. Clients appreciate our expertise, personability, and family culture. They are confident in our ability to build, defend, and grow their capital. 

Sharing Knowledge

With our combined 50-plus years in the business, our advisors have a deep understanding of the markets and the economy. We also take time to educate clients on finance and economic concepts, and make these applicable to their objectives. We help them make informed, fact-based, critical decisions with their planning and investing. 

Goal Setting & Long-Term Planning

We understand that there is more to living than just saving up to retirement. We want to ensure that our clients’ finances align with, and accomplish, their short, medium, and long-term goals. In some cases that may mean saving for kids’ college, starting a new business, buying a home, or even planning a bucket list trip. Moreover, we take our own advice in our own lives, knowing first-hand the power of long-term planning, goal setting, and timeless financial principles.