ALTIUS is excited to announce our 25th Anniversary this year!
Celebrating 25 Years of Client Success & Financial Excellence
We are proud of our longevity, competitive advantages, and continued excellence. We attribute our prosperity to many things, but our ability to provide both planning and investing distinguishes us. Similarly, our personalized approach is an essential element of our long-lasting client relationships. In fact, some clients have been with us for over 30 years.
“We are very grateful for our clients’ trust and confidence,” says ALTIUS Founder and President Mike Williams. “And we enjoy being a part of their achievements, experiences, and values.
With critical milestones achieved, and a clear vision for the future, ALTIUS is well-poised to continue successfully serving clients for years to come. Just as our name, ALTIUS, means “higher”, we always want our firm to embody higher standards in service, professionalism, and performance.
“I stay motivated by connecting with our clients, our team’s personal growth, and by being involved in such a fascinating and dynamic industry,” says Williams. “I’m having more fun in this business than ever!”
By the Numbers
In honor of our 25th, we ran some statistics, and are proud to present these fun facts:
- 130 individuals have trusted ALTIUS with their financial planning for more than 20 years
- ALTIUS has helped 110 clients save for their and/or their children's education
- ALTIUS has advised 144 clients in saving for their retirement
ALTIUS' 25th Anniversary Celebration
Thank you to everyone who joined us in September for our 25th anniversary Celebration. We were so thrilled to see everyone and had a wonderful time celebrating.