What are the opening hours?

Monday 9am - 4pm Tuesday 9am - 4pm Wednesday 9am - 4pm Thursday 9am - 4pm Friday 9am - 4pm

Altum Wealth Alliance

Home
United States
Okatie, SC
Altum Wealth Alliance

We are a deeply committed, client-first, comprehensive wealth planning and investment management firm. https://www.altumwa.com/

Altum Wealth Alliance is a member firm of The Fiduciary Alliance, LLC a registered investment advisor.

09/07/2026

Labor Day is a reminder that meaningful progress rarely happens overnight.

A career is built one decision at a time.

A business grows through years of persistence.

A family's financial life takes shape through thousands of choices that may never feel dramatic in the moment.

That means saving when spending would've been easier, taking thoughtful risks, and supporting a family. It means building something that lasts and staying steady through periods of uncertainty.

Today is a good day to recognize the work behind the results.

That value isn't measured only by what it earns. It's also reflected in the freedom, security, opportunities, and legacy it can help create.

Wishing everyone a safe and meaningful Labor Day.

Altum Wealth Alliance is a member of Fiduciary Alliance, a Securities and Exchange Commission registered investment advisor.

08/27/2026

How much should adult children know about the family's wealth?

Should financial support be structured as a gift or a loan?

How can parents help without compromising their own retirement or creating tension among siblings?

Questions like these rarely have a single right answer, and they rarely exist in isolation from the rest of the financial picture.

At Altum Wealth Alliance, we help families evaluate the financial and personal considerations behind significant wealth decisions.

That includes looking at cash flow, estate planning, family dynamics, long-term goals, and the need for coordination with attorneys and tax professionals.

Good intentions deserve a clear plan behind them.

To connect with our team:

[email protected]
404.984.2620

Altum Wealth Alliance is a member of Fiduciary Alliance, a Securities and Exchange Commission registered investment advisor.

08/21/2026

We are pleased to announce that our new website is live.

As Altum Wealth Alliance continues to grow, we wanted our website to do a better job of reflecting how we actually work with clients.

Financial lives rarely fit neatly into separate boxes.

Our role is to help bring those moving parts together with greater clarity and coordination.

The new website provides a closer look at who we serve, what we do, our planning approach, and the people behind Altum Wealth Alliance.

Most importantly, it reflects something we believe strongly:

Financial planning should feel personal, understandable, and connected to the life you're trying to build.

We invite you to take a look around.

https://altumwa.com/

"Altum Wealth Alliance LLC., is a Member Firm of the Fiduciary Alliance, a Securities and Exchange Commission-registered investment advisor."

08/20/2026

An executor is named. A trustee is chosen. A financial power of attorney signs the paperwork.

Then years go by, and nobody circles back to make sure that person actually understands what they agreed to.

That gap can create stress during an already difficult moment.

A thoughtful family conversation may include:

• Where important documents are stored
• Who should be contacted during an emergency
• Which family members have been assigned key roles
• What values and priorities shaped the plan
• Which decisions require guidance from legal, tax, or financial professionals

Preparation doesn't require sharing every account balance.

It means helping the people involved understand enough to act responsibly when the time comes.

Altum Wealth Alliance is a member of Fiduciary Alliance, a Securities and Exchange Commission registered investment advisor.

08/13/2026

Complex financial lives rarely fit into one category.

Investment strategy, estate planning, tax considerations, insurance, charitable goals, business interests, and family responsibilities often overlap. Each decision can affect the others.

Altum Wealth Alliance helps families take a coordinated view of their financial lives.

Our role is to help organize the moving parts, identify questions worth addressing, and support thoughtful conversations with the appropriate legal and tax professionals.
The goal isn't to add more complexity.

It's to bring greater clarity to the decisions that matter most.

To start a conversation with our team:

[email protected]
404.984.2620

Altum Wealth Alliance is a member of Fiduciary Alliance, a Securities and Exchange Commission registered investment advisor.

07/21/2026

When was the last time your family sat down and asked whether the plan still reflects what matters most?

For many families the honest answer is longer ago than they'd like to admit.

The estate plan that hasn't been updated since the kids were young. The business succession conversation that keeps getting pushed to next quarter. The family vacation home that everyone assumes someone else has thought through.

These aren't signs of negligence. They're signs of a full life.

But here's what we've seen play out more than once. The families who give themselves time to think carefully before a decision becomes urgent almost always have more options. More flexibility. More peace.

The ones who wait tend to have fewer choices and more pressure.

Clarity doesn't require solving everything at once. Sometimes it starts with one honest conversation about what matters most and what deserves more attention than it's been getting.

If that conversation feels overdue for your family, we'd be honored to be part of it.

📧 [email protected]
📞 404.984.2620
🌐 altumwa.com

"Altum Wealth Alliance is a member of Fiduciary Alliance, a Securities and Exchange Commission registered investment advisor."

07/14/2026

We believe the best outcomes for families come from surrounding them with the right people.

Today we want to introduce one of those people.

Brian Boughner, CFA and Chartered Market Technician, began his investment career in 1999 at the very peak of the largest stock bull market in history. What followed gave him something most advisors never experience this early in a career.

He guided clients through 9/11. Two equity bear markets. A housing bust. A credit implosion.

That kind of experience doesn't just build knowledge. It builds judgment.

Brian's philosophy is straightforward. How well you manage investment returns during market downturns will ultimately determine your long-term performance. It's a principle forged in real market conditions, not theory.

Beyond his professional credentials, Brian is deeply committed to his community in Greenville, serving on the boards of the South Carolina Children's Theatre, Project Host, and the United Way of Greenville County. He is also an active outdoorsman who bikes, runs, and backpacks the mountain trails of the southeast.

We're grateful to work alongside professionals like Brian who bring both expertise and genuine character to every client relationship.

"Altum Wealth Alliance is a member of Fiduciary Alliance, a Securities and Exchange Commission registered investment advisor."

07/07/2026

The families we work with at Altum Wealth Alliance aren't short on success.

What they're often short on is time.

Time to review the estate plan that hasn't been touched in years. Time to have the conversation about what happens to the business. Time to make sure the people they love understand the bigger picture.

That's where we come in.

At Altum Wealth Alliance, we work alongside affluent families, professionals, and business owners to bring clarity to the decisions that matter most.

Our approach is holistic, fiduciary, and built around what's most important to your family, not a generic financial template.

If your financial life has been running on autopilot for a while, it may be time for a more intentional conversation.

We'd welcome the opportunity to have it with you.

📧 [email protected]
📞 404.984.2620
🌐 altumwa.com

"Altum Wealth Alliance is a member of Fiduciary Alliance, a Securities and Exchange Commission registered investment advisor."

06/24/2026

Trust is built in the details.

Following through.
Communicating clearly.
Coordinating professionals.
Reviewing what may have changed.
Helping families make decisions with confidence.

That work is not always loud.

It is consistent.

At Altum Wealth Alliance, our work is rooted in long-term relationships, fiduciary care, and the belief that wealth planning should support the life and legacy each family is building.

To connect with our team:

[email protected] | 404.984.2620

Altum Wealth Alliance is a member of Fiduciary Alliance, a Securities and Exchange Commission registered investment advisor.

06/17/2026

Success can change a family’s financial picture faster than the plan around it.

Many families spend years building wealth, only to realize the plan that worked five years ago may not reflect where life is today.

That does not mean something is wrong.

It simply means the plan may deserve a fresh look.

At Altum Wealth Alliance, we believe thoughtful planning should evolve as life evolves, helping families stay aligned through new responsibilities, opportunities, and decisions.

Altum Wealth Alliance is a member of Fiduciary Alliance, a Securities and Exchange Commission registered investment advisor.

Address

600 Fairview Road, Suite 1200
Okatie, SC
28210

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 4pm

Website

http://altumwa.com/

Alerts

Be the first to know and let us send you an email when Altum Wealth Alliance posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Altum Wealth Alliance:

Want your business to be the top-listed Finance Company in Okatie?