Financial Planning
Planning that starts with a clear, honest look at where you are today. Together we clarify your goals and design a flexible financial strategy, a life plan that can adjust as your circumstances do.
Explore Planning
A wealth management firm in Ft. Mitchell, Kentucky. Financial planning and investment management for individuals and small businesses. Serving Greater Cincinnati, Northern Kentucky, and clients nationwide.
Financial planning, wealth management, and investment management are most powerful when they work together. At Altus, they always do, coordinated by advisors who know your full picture.
Planning that starts with a clear, honest look at where you are today. Together we clarify your goals and design a flexible financial strategy, a life plan that can adjust as your circumstances do.
Explore PlanningThe piece that ties the picture together. Wealth management brings your financial plan and investment strategy into one cohesive approach, built around your goals and the stage of life you're in.
Explore WealthWe focus on what can be controlled. Your approach, your portfolio's costs, the factors that matter most to you, and the advisor you choose. Market returns and policy we cannot, but these we can.
Explore InvestmentsHigh-touch, relationship-driven counsel at every stage of your financial life.
Private ownership means you work directly with a Managing Partner: Steve O'Connor, Andrew Hermes, or Bill Doepker.
Altus Wealth Management is a wealth management firm providing asset management and comprehensive financial planning services to individuals and small businesses. We provide an alternative to the large national investment advisory firms by offering a high-touch relationship for your wealth management strategies.
Our private ownership affords us the opportunity to develop deep personal relationships with our clients, advising on how to build, preserve, and transfer family wealth. Together, our Managing Partners have over 60 years of experience in financial services.
What separates Altus from the large national advisory firms is not a product or a platform. It's the way we've chosen to work. These four commitments shape every decision we make, and every plan we build.
We desire to build long-term client relationships. We view this as the most important aspect of our firm's culture. We strive to know everything about your personal situation and what makes you unique. That knowledge is what allows us to deliver the best level of service and care.
We tailor our services to each client's personal situation. Each Managing Partner limits the number of households they serve to approximately seventy-five, so we can communicate more frequently and deepen the personal relationship.
All financial plans and investment strategies are developed in partnership with you and our managing partners. Every partner is a Certified Financial Planner™ practitioner, so multiple perspectives inform every recommendation, producing comprehensive, considered solutions.
Our actively managed portfolios use exchange-traded funds (ETFs) and individual fixed income as core positions, an approach designed to reduce costs, enhance consistency, and promote tax efficiency.
Schedule a consultation with one of our three Managing Partners. A private, high-touch conversation about where you are, where you'd like to be, and how Altus can help.
