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ALTUS Wealth Solutions

Contact Us:

 

ALTUS Wealth Solutions
684 Higuera Street, Suite D
San Luis Obispo, CA  93401
(805) 476-0333

 

- Financial Planning for Business Owners and Entrepreneurs
- Alternative Investment Strategies
- College Funding Solutions

 

ALTUS Wealth Solutions is a Registered Investment Advisory firm, registered with the State of California.  We adhere to a fiduciary standard of care (read the ALTUS Wealth Solutions Code of Ethics).

Simply put - We are here to help you and provide perspective, encouragement & advice as you navigate a very complicated (and often conflicted) financial world. We talk straight and have no products to sell - just ideas that work.

There are many things about personal finance that every person should know ... but few do.  It's not your fault. This isn't taught in schools and the game is rigged to be to the advantage of an elite few who play by a different set of rules. The media doesn't help. They promote myths and mis-information and give you every reason to support their advertisers. In the end, you're the one who pays.

You pay by being hoodwinked into buying products you don't need and probably can't afford.

When you're ready for a relationship with an advisor that is about helping you rather than selling you, then talk to us. When you're ready to work with a financial advisor who is there to help and support you through good times and bad (like a friend would do for you) - talk to us.

--- We have no minimum financial requirements.

--- We don't hide behind a lot of fancy language.

--- We simply offer great advice at a reasonable cost.

We know that when you win, we win ... and it feels really great to help another human reach their potential and do things that everyone else said could never be done.

Please note - we are here to help you and answer your questions whenever they pop up.  We know this is more likely to happen in the evening or on weekends than during normal business hours. Feel free to call us right away. If we cannot take your call, leave a message and someone will call you back at the first chance we get.

Welcome - A Personal Note

John Buerger

Welcome to ALTUS Wealth Solutions.  As the founder of this very unique company I wanted to personally thank you for visiting our website.  I would also like to share with you a little bit about what makes our firm different from any other business in financial services.  It starts with our objectives.

Here are the results I THINK people should expect in return for paying for financial advice.  They should:

  1. Spend more money on things that are important to them.
  2. Spend less money on stuff that doesn't matter.
  3. Enjoy life more every day while saving money.
  4. Build wealth faster and more consistently with less stress and fewer worries.
  5. Get a return on their investment of fees paid for advice of 3x (or more).

How does this compare to what your financial advisor does for you?  I would really like to know.  Feel free to comment on this web page (see below) or send me an email at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .  I look forward to hearing your ideas.

Until then, here are some of my ideas ...

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ALTUS Wealth Solutions

ALTUS Wealth Solutions

Code of Ethics

 

Principle 1 – Integrity
Provide professional services with integrity.

Integrity demands honesty and candor which must not be subordinated to personal gain and advantage. All ALTUS Wealth Coaches are placed in positions of trust by clients, and the ultimate source of that trust is your advisor's personal integrity. All employees demonstrate an understanding of the implied trust our clients put in every member of our firm.

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Question ...

ALTUS Wealth Solutions

Do You Have Control Over Your Money?

... or does it feel more like your money situation has control over your life?

Look around you.  Most Americans DO NOT have control over their money.  If they did, your neighbors wouldn't have a forclosure sign on their house, your friends would all be gainfully employed, the U.S. savings rate would be over 10% rather than closer to zero and your retirement account would be substantially bigger than it was three years ago.

... oh yes, and you would be sleeping well at night without any financial stress.

How Do You GET Control Over Your Money?

At ALTUS Wealth Solutions, we think you will only have control over your money when you ...

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Have More ...

ALTUS Wealth Solutions

KEEP More ...
ENJOY More ...
Of Whatever Is Most Important To You.

We are here to help you with the resources, tools and guidance so you can make smarter choices with your money every day and end up with MORE of whatever makes your life better, richer and more fulfilling.

Self Assessment

Take a moment to think about your life and all that you currently have. Is it everything you want ... or could you be doing better?

 

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