Broker Check

Our Portfolio Components &
Planning Tools

ALTIUS helps clients make informed, fact-based decisions with their planning and investing. We keep things transparent, and align the best fit, whether it's increasing net worth, funding a retirement account, starting a college savings account, establishing a trust account, and more. Our overarching purpose helps guide which tools and strategies are needed when.

  • We believe in the power of a solid financial plan to BUILD clients' capital.
  • Our unique, online planning program, My Empowered Future ™, provides structure and resources to keep clients on track
  • Managing a well-diversified portfolio to DEFEND clients’ capital from unnecessary risk and erosion of purchasing power
  • Capturing opportunities through individualized wealth coaching to GROW clients’ capital, enabling a fuller life


  • Money Markets
  • CDs
  • Treasury Bills
  • Bonds
  • Government Securities
  • Treasury Notes
  • Common Stock
  • Private Equity
  • REITs
  • DSTs
  • Mutual Funds
  • ETFs
  • Real Estate


  • Tax considerations
  • Property & Casualty
  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Liability Insurance
  • Umbrella Insurance


  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Retirement Plans
  • State Retirement Plans
  • Inherited Accounts
  • College Plans
  • Profit Sharing Plans
  • Money Purchase Plans
  • Employee Stock Plans
  • Variable Annuities

Please note the list above contains many but not all services provided by ALTIUS Financial. If you have any questions on an investment, account, or strategy that you do not see listed above please reach out to our team to further discuss your specific needs.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (303) 584-9271