Altium Wealth

Altium Wealth Altium Wealth Management believes that wealth is a means to an end: your purpose. Ultimately, we teach you to utilize your wealth in the most effective manner.

If wealth fails to serve your true purpose—whether it’s to create security, ensure your lifestyle, or bring protection or joy to you and those you love—it has little value. Altium Wealth Management knows that its clients are individuals with unique circumstances, goals and requirements. Everyone is different, which means that we must take into account the full spectrum of personal desires and want

s to create a program that is uniquely designed for them—and for you. Our approach to wealth management begins with a probing, in-depth review, where we listen intently to get a clear understanding of your true goals, and what really matters to you. Balanced by our proprietary process, our dedicated financial professionals then provide you with expert advice, strong fundamental values and guiding economic principles that empower you to make educated decisions. And the outcome? Our highly-integrated approach encompasses virtually all aspects of financial decisions that not only coordinates your financial well-being, but also illuminates virtually all facets of your planning, process and solutions. So when you become an Altium client, you are in the driver’s seat, and will seek to achieve your purpose, with a level of clarity, confidence and control that ensures your economic future—with a level of success that you previously thought was not possible.

Address

2500 Westchester Avenue, Suite 210
Purchase, NY
10577

Telephone

(914) 777-2500

Website

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Empowering the Pursuit of Fulfillment

Like a lot of great stories, ours started with a moment of clarity...

Founded on principles that form the bedrock of our firm today, Altium Wealth was born from the strong desire to be of uncommon service to our clients. In order to do that, we had to turn our backs on the old industry model and almost everything we learned about it up to that point.

In 2009, we recognized that in order to operate with our values we needed to take strong action. We stepped off the traditional path and headed out towards wealth management's uncharted territory to develop our own vision, free of the limitation and conflicted agendas of the established financial services industry.

We wanted to develop a client-centric model for service. We wanted to not simply look like we were client-centric, but to actually change the conversations, the focus, the transparency and the financial results for families. Obviously, to pull it off, we needed some distance from our industry, the big players and the entrenched formula for financial success that so many others had taken​