Clarity is the WHY behind what we do. As a client of Altum Wealth Alliance, where we are headed in your financial future will always be clear. Your plans will be strategically developed and you will know how we are going to get you where you want to be. Sustaining comprehensive goals, objectives, concerns, and strategies are all part of our duties in providing clarity as YOR advisors.
Simplicity is the ultimate sophistication. One of our major roles is to assist in relieving the burden of making strenuous financial decisions. We take complicated decisions, look at what feasible options are and provide a set of straightforward and uncomplicated solutions. Our attention to your needs, wants and wishes is unparalleled.
Transparency is the HOW behind Altum’s vision for our clients. Our clients deserve to have access to an entirely open platform where all fees and options are discussed upfront. Having periodic reviews and keeping a diligent eye, our unique and visible approach has proven to be effective and appreciated.
ABOUT
We believe that you get in life what you are
ruthlessly committed to creating.
The word Altum is Latin for “deep,” and that’s how we categorize the relationship we have with our clients.
At Altum Wealth Alliance, we always have our client’s best interest in mind and deliver based on a set of Core Values we consider to be the cornerstone of our practice.
SERVICES
Retirement
Planning
Discovering and determining your unique goals is the cornerstone of a solid retirement plan. Creating well-thought and attainable objectives helps you establish a foundation for long-lasting financial freedom.
Investment
Planning
The investment planning process begins with providing clarity surrounding financial goals and objectives. We are here to guide and support you towards what strategy makes the most sense for you.
Estate Planning &
Charitable Giving
We understand wanting your loved ones to benefit from your hard work may be part of this process. We are here to help you have a plan around your estate before and after you’re gone.
Risk Management & Insurance
No one can predict the future. Through our years of experience, we can help plan for the unexpected. Life happens and having measures in place helps keep you on track to reaching your goals.
Cash Flow &
Budgeting
Knowing your input versus output is crucial to establishing a budget. We are here to help you by creating a plan to prevent an overextension of your resources, accelerating you toward financial freedom.
Assistance to
Loved Ones
Helping our families is certainly a factor which many of us may have to address. Our goal is to assist you in creating solutions to maneuver through this possibility while maintaining a steady course toward your objectives.
CLIENTS
LET'S CONNECT
Inquiries
For any inquiries or questions, please call: 404.984.2620 or fill out the following form.
Main Office
Contact Us
Altum Wealth Alliance, LLC is a member firm of The Fiduciary Alliance, LLC which is a registered investment advisor. More information about The Fiduciary Alliance can be found in Form ADV Part 2 which is available upon request. This website is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security or other investment, or to undertake any investment strategy. Opinions expressed herein are solely those of Fiduciary Alliance, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
