SEC CRD #801-110511
--> Altus Wealth Group | financial planner | 423 South Cascade Avenue, Colorado Springs, CO, USA top of page Client Access bottom of page --> Our Approach | AltusWealthGroup top of page Client Access Wealth Management Services Investment Management Our investment management services help you assemble a portfolio based on your financial goals. We break down the complexities of public stocks, private equity, public and private debt, bonds, cash, and other investment vehicles to make them work for you and your interests. Legacy and Estate We provide comprehensive legacy and estate planning services, focused on your family values and goals for the present as well as future generations. Our strategies help to understand how assets transfer, minimize taxes, and give you a sense of peace. Comprehensive Financial Planning Our financial planning services encompass tax planning, retirement strategies, and comprehensive investment management, all designed to create a sustainable and prosperous financial future. Partners Our diverse clientele includes individuals and businesses across the U.S. We pride ourselves on building long-term relationships, ensuring our clients are equipped for financial success. bottom of page
NANCY MERCADO
CCO
๐ (719) 900-1295
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AUM
$620M
Location
COLORADO SPRINGS, CO
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