The Wealth Health Way
Because Life’s About a Lot More Than The Size of Your Portfolio
Money is a tool!
Wealth (no matter how much) only means something when you use it wisely towards some end that is important to you.
The small choices make a big difference!
The quality of life you’re able to enjoy today is a direct result of the thousands of daily decisions you’ve made in the past – not just about how you spent your money, but how you used your time and energy, too.
The Wealth Health Approach Involves
Millions of dollars will run through your fingers in your lifetime. A lot of that money is probably leaking out of your wallet to pay for stuff that doesn’t even matter to you. A Wealth Coach can help you get control of your Cash Flow.
Once you have money saved up, getting that wealth to grow IS important … but … Investing comes with risk. We have tools to help you understand that risk and we offer a reliable, rules-based way to manage potential losses.
Stuff happens. Protect yourself from losing a large chunk (or all) of your wealth before you get a chance to enjoy it. Understand the big (but often hidden) risks in life and work with someone who knows how to manage them.
You have a choice. You can let life hit you in the face … or you can take a more strategic approach: Understand and accept where you are now; be clear about where you want to be and let a Wealth Coach guide you on your journey.
Should Be Simple, Fun and Affordable
Imagine a world where money is no longer a taboo – where you feel “on track” and confident with your money choices … and where working with a financial professional isn’t painful, complicated or expensive.
We’ve ALL made mistakes with our money. That’s because our human brains aren’t wired to make great financial decisions on our own and that’s OK!
A Wealth Coach can guide you to make better choices everyday … all in a way that is simple, easy to understand and best of all, only takes a couple of minutes every day to see huge improvements.
The Legal Stuff:
ALTUS Wealth Solutions is a Virtual Registered Investment Advisor firm (registered with the State of California) created in late 2007 (proof that market timing is not our specialty – then again, nobody can time the market). We are NOT affiliated with any broker or dealer. We provide financial planning and investment management services for a fee, are not paid to make any specific recommendations and do disclose any and all conflicts of interest with the advice that we give.
All advisors and staff of ALTUS Wealth Solutions adhere to the fiduciary standard of care. We make every attempt to do whatever is in our clients’ best interest and put those interests ahead of our own.
John Buerger is the founder, owner, Chief Investment Officer and financial planner. John is a CERTIFIED FINANCIAL PLANNER™ professional with a BA in Economics from Middlebury College and a Masters of Science in Financial Services (MSFS) from the American College in Bryn Mawr, PA.