Our Background

During all of its history, our firm has been focused on the business of providing financial planning and investment services through our holistic approach tailored to each client’s specific needs and goals. As a result of this effort, we have been honored to build on this brand and provide our expertise to over 150 clients throughout nineteen different states. 

ALTRUS represents an evolution from our previous experience, origins and roots. Our brand goes beyond, turning it into a concept which connects our securities trading with financial planning and investment services, symbolized by the trust that our clients hold in us.