ALTUS Wealth Solutions

ALTUS Wealth Solutions Get, Keep & Enjoy More of What Important to You It's a lot more than how you are invested in the stock market (although we're really good at that, too).

We focus on daily decisions (regarding money, time and energy) and how they affect your long term Quality of Life. Good Wealth Health is making the better choices everyday and being more strategic and intentional, especially with your money. The bulk of our work with clients is offering the tools and information resources to help you make incrementally better decisions in alignment with your life

goals, vision and values. ALTUS Wealth Solutions is a financial planning firm in San Luis Obispo, CA that is also a Registered Investment Advisor. We are independent and adhere to the fiduciary standard which means we are ethically required to do what is your best interests. It's a different approach. Contact us for a free consult to learn if it's the right approach for you.

The best investment strategy is the strategy that you can follow and stick with, even when it's not working as well as y...
09/08/2023

The best investment strategy is the strategy that you can follow and stick with, even when it's not working as well as you'd like. Check out our recent blog on why we think many plans fail - https://altuswealth.com/2023/09/why-planning-fails/

Harvard Business Review's video says that Planning and Strategy are very different, at least the way business plans are ...
09/07/2023

Harvard Business Review's video says that Planning and Strategy are very different, at least the way business plans are commonly conceived today. Is this a flaw in having a plan, or is business just doing it wrong? Thoughts?

https://www.youtube.com/watch?v=iuYlGRnC7J8&t=84s

A comprehensive plan—with goals, initiatives, and budgets–is comforting. But starting with a plan is a terrible way to make strategy. Roger Martin, former de...

09/06/2023

The three key financial statements every business owner & manager must understand are the Income Statement, the Balance Sheet and the Cash Flow Statement. But many people feel as if reading these financial statements is just the equivalent of reading tea leaves or some kind of astrology. But unlike the unpredictability of tea leaves, those financial statements can guide you on the choices in your business that you DO have control over - spending, investments, hiring, taking on debt. Let us help you understand what those statements say about your business and the choices to be made!

Let's say you have some money saved up and you're thinking about investing it. Here's our guide to getting started with ...
09/01/2023

Let's say you have some money saved up and you're thinking about investing it. Here's our guide to getting started with investing - what you need and the questions you'll want to answer in order to see success!

08/30/2023

Ditch the Do It Yourself approach when it comes to investing, and hire a professional. Here at ALTUS Wealth Solutions we are a Register Investment Advisor Firm and are here to help manage your money!

Happy Monday! Here's to a week of hard work!
08/29/2023

Happy Monday! Here's to a week of hard work!

08/16/2023

I founded ALTUS Wealth Solutions 15 years ago with the goal of helping clients achieve financial success. To deliver on this mission, we prioritize 3 core values: being Attentive, Consistent, and Respectful in everything we do.

Life rarely turns out exactly how we expect. George Jerjian, the author of “Dare to Discover Your Purpose: Retire, Refir...
08/14/2023

Life rarely turns out exactly how we expect. George Jerjian, the author of “Dare to Discover Your Purpose: Retire, Refire, Rewire", un-retired after almost a decade and now shares the 4 biggest retirement myths he learned. Read the full article on CNBC at https://zurl.co/x6Ra

Address

San Luis Obispo, CA
93401

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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