We are not a broker-dealer nor do we receive commissions. You do not have to worry that we will push unnecessary financial investments, since our compensation is not contingent upon the sale of any product. Your trust and financial success are of the utmost importance to us and you can be sure that we will always put your needs first.
Our experience and sensitivity to our clients’ unique situations allow us to treat each other client individually and not have a cookie cutter solution for everyone. We know there is no one right answer. We will work closely with you to identify issues and risks you may not have considered as well as decision points that are unique to your situation. We will then educate you on a range of actions you may take to address those challenges. Our goal is to improve your overall financial health.
"our compensation is not contingent upon the sale of any product" dyno!!!
Altamont Wealth Management is a fee-only financial and investment-advisory firm.