About Altum Wealth Advisors™
Altum Wealth Advisors™ is an independent investment advisory firm located in northern California.
We have over 25 years of combined experience serving clients in Butte, Glenn, Tehama, Colusa, and San Francisco Counties, and clients throughout the North State.
As independent financial advisors, we provide comprehensive wealth management, financial planning, and investment management services to individuals, families, trusts, estates, business owners, professionals, and entrepreneurs.
In addition, we provide retirement plan, pension plan, and other qualified plan services, such as 401(k) and 403(b) plans, for plan sponsors and their participants.
We take an objective, unbiased approach to financial planning and wealth management tailoring each unique plan to work toward enhancing, protecting, and ultimately transferring our clients’ wealth.
We help clients work toward achieving their financial goals in a number of areas, including:
- Retirement planning and income strategies
- Comprehensive financial planning
- Investment portfolio design and management
- Risk management and insurance planning
- Strategies for concentrated equity positions
- Multigenerational strategies
