Interested in Learning More?
SCHEDULE A CONFIDENTIAL CONSULTATION
Schedule a time below to see how Altruist Wealth Management can best serve you.
IS ALTRUIST WEALTH MANAGEMENT RIGHT FOR YOU?
We’re best suited for individuals and families who:
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Seek Investment Advice: Typically maintain $500,000 in investable assets though exceptions are considered.
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Seek Financial Planning: Want a comprehensive approach to investments, taxes, cash flow, and estate planning.
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Value a Trusted Partner: Prefer a collaborative, transparent relationship with a fiduciary.
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Are Ready for Change: Feel frustrated by high fees or a lack of personalized service from their current advisor.
WHAT TO EXPECT FROM YOUR FIRST MEETING
Getting to Know You: A discussion about your financial situation, challenges, and goals.
Our Approach: Learn how we work with clients, including our flat-fee structure, investment philosophy, and planning process.
Next Steps: If we’re a good fit, we’ll begin with a discovery process to better understand your needs and identify where we can add the most value. From there, we’ll provide a customized proposal outlining how we can work together.
