Financial Solutions You Can Count On
Altamont is committed to being a comprehensive wealth management firm. We go the extra mile to get to know our clients and their financial situation. We bring to our clients a deep understanding of many financial disciplines including investment management, tax, retirement planning, and risk management.
Once the appropriate planning is complete, we make specific recommendations and help with implementation. Depending on the client situation, most if not all of our recommendations can be implemented in-house. Please explore the other sections under “Services” to learn more.