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Nancy P. Mercado, CFP®, ChFC®

Managing Partner

Chief Compliance Officer

Wealth Advisor

With more than three decades of experience and a career she has poured genuine passion into since 1992, Nancy brings both the expertise and the personal touch that clients at Altus Wealth Group have come to rely on. As a Managing Partner, Founder, and Chief Compliance Officer, she draws on her CFP® and ChFC® credentials — alongside a B.S. in Accounting — to help individuals and families navigate the three financial phases of life: Wealth Accumulation, Income Distribution, and Estate Planning. Nancy began her career at Dean Witter in Dover, Delaware and, after 25 dedicated years, co-founded Altus Wealth Group in 2017. Outside the office, she is a world traveler, an aspiring golfer, and a proud grandmother who brings that same warmth and care to every client relationship.

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1-719-900-1295

423 S Cascade Ave

Colorado Springs, CO 80903 USA

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Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 80 State Street., Albany, NY 12207

Purshe Kaplan Sterling Investments and Altus Wealth Group, LLC are not affiliated companies

NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

 

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