You Have Big Questions. We Help You Find the Right Answers.

Success brings complexity. Am I making the most of what I’ve built? Will my wealth support my future, my family, and the causes I care about? Am I missing something important?

At Altruist Wealth Management, we focus on the questions that matter most—offering tailored, actionable guidance to support your financial future with clarity and confidence.

We combine expert advice with transparency and a personal approach. Whether it’s retirement planning, tax strategies, or wealth transfer, we help you make informed decisions at every stage.

Whether you’re exploring our services or evaluating other options, we encourage you to learn how to ask the right questions when assessing financial advice.

Plan With Trust and Precision

Effective wealth management isn’t just about investments—it’s about a holistic strategy that combines financial planning, investment management, and ongoing relationship management to help you achieve your goals.

Our Comprehensive Approach

Wealth Management = Investment Management + Advanced Planning + Relationship Management

INVESTMENT MANAGEMENT

Portfolio Construction
Investment Selection &Monitoring
Asset Allocation
Asset Location
Cost Impact Analysis
Tax Loss Harvesting
Risk Tolerance Assessment
Risk Capacity Assessment

ADVANCED PLANNING

Retirement Planning
Tax Minimization Planning
Cashflow & Income Planning
Debt Evaluation
Estate & Wealth Transfer Planning
Social Security Optimization
Equity Compensation
Insurance Analysis
Charitable Gifting Strategy

RELATIONSHIP MANAGEMENT

Ongoing Adjustments
Behavior Coaching
Continuity Strategy
Family Dynamics
Heir or Aging Parent Involvement
Professional Network Coordination (Accountants, Estate Attorneys, Insurance Specialists).

Tailored Engagements to Meet Your Needs

While we specialize in ongoing wealth management services, we understand that not everyone is ready for a long-term commitment. That’s why we also offer project-based financial planning and investment evaluations based on individual needs and circumstances.

Project-Based Engagements are perfect for:

One-time financial plan evaluations.
A second opinion on your investments.
Targeted tax or retirement planning.

This flexibility allows you to access trusted advice when you need it, no matter your financial situation.

Many financial advisors aren’t required to act in your best interests at all times.

Most operate under a "suitability" standard—meaning they are only required to recommend investments that fit your general financial situation, not necessarily with a fiduciary obligation.

As fiduciaries, we’re held to a higher standard: putting your interests first in every decision we make.

Our fee-only structure means no commissions, no kickbacks—just advice structured around your financial goals. With a flat-fee approach, you’ll always know exactly what you’re paying, giving you clarity and control as you grow and protect your wealth.

Learn More About Evaluating Financial Advice

Ready to Explore Your Options?