Our Story and Philosophy

 

We founded Altus Wealth Group on a simple belief: you deserve advice that is completely honest, unbiased, and always in your best interest.

 

As a fully independent, fee-only fiduciary firm, we are never beholden to corporate mandates or Wall Street quotas. The guidance we give you is the same guidance we give our own families.

 

Our team brings together centuries of combined experience in financial planning and investment management — paired with the kind of plain-spoken common sense that's often missing in this industry.

 

What sets us apart is the depth of what we do:

 

Our experienced CPA staff handles even the most complex tax situations with confidence and clarity. Our Financial Advisors have spent years working alongside employees of major Silicon Valley technology companies, making equity compensation, stock options, and restricted stock plans second nature to us. And our reach extends into the defense contracting world, where we've had the privilege of serving the men and women who protect this nation — as well as the founders and entrepreneurs who have built defense companies from early-stage startups through growth, all the way to a successful exit.

 

Wherever you are in your financial journey, we are here to help. Not because it's our job — because it's our passion.