Client Centered
Altus Wealth Management is a financial services firm based in Albuquerque, NM., with an East Coast satellite in Bucks County, PA. We are woman-owned and women-operated. We serve a diverse clientele and do business wherever our clients need us to be.
Our mission is to deliver to our clients what we demand for ourselves: a client centric practice, straight talk, prudent management, and just the right amount of contact.
Our commitment to this mission is defined by the three reasons our clients choose to work with us:
- We don’t just manage money, we manage money for the person.
- No "smoke and mirrors" means honest and transparent.
- We pretty much do what everybody else does, but we do it at a more personal level.
It's about you.
Our clients run the gamut: Old Guard to immigrants, millennials to octogenarians, from pro-bono to the top 2%, individuals, their families and their businesses.
They tell us we treat them like a favorite relative. We think we treat them like an Altus client.
We know there are thousands of wealth management firms from which you can choose. Just like there are thousands of clients with whom we can engage. And when it comes right down to it, we all offer pretty much the same products and services.
But we’re told what sets us apart is that we consider our clients, not their money, our most important assets.
And that’s where we start: with you, and your relationship to money. So that by the time we pick your investments, you're not only comfortable with us, but you are confident your investments align with your values.
Time to move beyond worn out phrases and disappointing relationships? If so, and you think we're what you've been looking for, I invite you to contact us.
- Majdah alQuhtani, Founder
Your best interests inform every decision
If you need advice beyond our scope, we'll assist you in finding other trustworthy professionals. So don't limit your opportunities by thinking of us as simply financial advisors - we are also an invaluable resource. When it comes to determining your best course of action, our lens is a 360 degree perspective.
Explore this website. It will give you a better sense of who we are [click here] and the services we provide our clients [click here]. You might even want to bookmark a few pages [ Links We Like ].
We have many years of experience and a reputation for guiding our clients through all stages of their lives, with integrity, compassion and professionalism. Bienvenidos.