Focusing on What Matters to You
No two financial lives are the same. We provide clear, personalized strategies that align with your wealth, your goals, and your vision for the future.
We specialize in helping high-net-worth individuals and professionals, including:
What you can expect from our approach:
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Competence - Deep expertise in financial planning and investment decisions tailored to your unique goals.
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Coaching - Guidance to develop strong financial habits and behaviors that support long-term financial confidence and discipline.
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Convenience - Taking the heavy lifting off your plate so you can focus on what matters most.
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Continuity - Seamless, long-term implementation across trusted relationships—helping keep every financial decision aligned with your bigger picture.
What Sets Altruist Wealth Management Apart
At Altruist Wealth Management, we’re redefining wealth management with integrity, transparency, and a flat-fee model designed to maximize your success.
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Fiduciary, Fee-Only Wealth Management: Your best interests come first—always. No commissions, no hidden incentives, just objective advice.
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Transparent Flat-Fee Pricing: Simple, predictable pricing that aligns with your success—no percentage-based fees, no surprises.
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Evidence-Based Investment Strategies: A disciplined, research-backed approach that reduces costs, minimizes taxes, and removes emotion from investment decisions for long-term success.
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Tax-Efficient Planning: Proactive planning to enhance tax efficiency and preserve more of your wealth.
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Personalized and Responsive Service: Work directly with a CFP® professional in a collaborative, high-touch relationship built around your needs.
The wealth management industry is overdue for change. We’re leading the way—bringing clarity, confidence, and a smarter approach to building your financial future.
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The Altruist Wealth Management Process
Initial Consultation
A no-commitment conversation to explore whether working together makes sense.
This 30-minute call is focused on:
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Discussing your key financial questions and concerns.
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Explaining how we help clients navigate financial decisions with clarity.
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Outlining our planning services, whether for ongoing wealth management or a one-time engagement.
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Determining if our approach aligns with your needs.
If we’re a good fit, the next step is Discovery, where we take a closer look at your financial picture.
Discovery
Understanding Your Goals & Financial Picture
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Gain clarity on your financial priorities and long-term goals.
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Identify key concerns and areas that may need attention.
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Gather high-level financial details to assess your current situation.
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Explore potential planning opportunities and strategies.
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Discuss the next steps for moving forward with a structured financial plan.
Once you’re ready to move forward, we’ll formalize our engagement to ensure you receive a customized, fully developed strategy.
Step 1: Getting Started
Step 2: Engaging in Planning
Engagement & Plan Development
Turning Insights Into a Personalized Strategy
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Formalize our engagement so we can begin detailed financial planning.
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Collect full financial documents (tax returns, investment accounts, estate plans).
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Conduct a deep analysis to uncover planning opportunities and strategic optimizations.
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Develop your personalized financial roadmap, outlining key insights and actionable strategies.
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Refine recommendations based on your input.
Once your strategy is developed, we’ll walk through your financial roadmap and key planning opportunities in our Plan Presentation & Strategy Review.
Plan Presentation & Strategy Review
Bringing Your Financial Plan to Life
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Walk through your personalized financial roadmap, highlighting key insights, strategies, and opportunities.
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Review investment, tax, cash flow, and estate planning considerations tailored to your goals.
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Discuss potential trade-offs, optimizations, and strategic adjustments to refine your plan.
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Answer your questions and ensure you feel confident in the recommended approach.
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Outline the next steps for implementing your plan in a structured, seamless process.
With a clear strategy in place, we transition into implementation—putting your plan into action.
Step 3: Implementation & Ongoing Support
Implementation
Turning Your Financial Plan Into Action
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Implement investment strategies, optimizing asset allocation and tax efficiency.
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Execute tax-saving opportunities, including Roth conversions, charitable giving, or tax-efficient withdrawals.
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Coordinate estate planning updates, ensuring alignment with your wealth transfer goals.
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Set up or adjust cash flow strategies, retirement income plans, and savings allocations.
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Ensure all recommendations are executed smoothly, with a clear process for tracking progress.
With your plan in motion, we proactively monitor and refine your strategy, ensuring it evolves with your goals and changing circumstances.
Progress & Ongoing Support
Ensuring Your Plan Evolves With You
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Monitor portfolio performance and rebalance investments to stay aligned with your strategy.
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Proactively adjust strategies based on tax law changes, market trends, and life transitions.
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Review progress in regular check-ins to assess financial goals and make refinements.
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Deliver timely insights and strategic recommendations as opportunities arise.
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Keep communication open so you always have clarity and confidence in your financial future.
Financial planning isn’t static—we actively guide your strategy as life evolves, ensuring long-term success.
Who We Help & Why They Choose Us
Many clients come to us when they’re reassessing their financial future—whether it’s evaluating fees, seeking deeper expertise, or looking for a more tailored approach. They want clarity, confidence, and a smarter approach to managing their wealth.
New to Financial Advice?
If you're navigating financial advice for the first time, we help you cut through the complexity and focus on what truly matters—clarity, expertise, and confidence that your money is working for you.
Looking for a Change?
If you’re already working with an advisor but something feels off, you’re not alone. Many of our clients switch because:
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Their advisor is retiring or merging with another firm.
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They seek a more tailored approach that adapts to evolving needs.
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They’re reassessing fees or seeking more comprehensive financial planning.
Our approach is designed to put your interests first—offering transparency, expertise, and tailored strategies to help you make confident financial decisions.
