ALTUS

ALTUS Wealth Solutions is a Virtual Registered Investment Advisor firm, registered with the State of California and created in late 2007 (proof that market timing is not our specialty - then again, nobody can time the market). ALTUS Wealth Solutions is NOT affiliated with any broker or dealer. We provide financial planning and investment management services for a fee, are not paid to make any specific recommendations and do disclose any and all conflicts of interest with the advice that we give... We approach every problem with a robust and flexible framework (see "How We Do What We Do" above). We focus on helping you improve daily choices with money - not one-and-done herculean efforts - and collaborate with you on a plan that is aligned with your goals, dreams, and values... The best financial advisor should be focused on YOU, your goals, dreams and values. That means being collaborative, attentive and respectful.

Also known as: ALTUS Wealth Solutions, ALTUS, Inc.

Primary location: San Luis Obispo United States