Independent

Their independence allows them to be objective and impartial. Wellington-Altus is ideal for independent advisors and clients who don’t want the constraints of large corporate systems and requirements.

Unconstrained

Clients come first—not sales quotas, not quarterly targets, not profitability minimums. Each client is unique, and so are the solutions they receive. Their advisors are free to do what’s right for every client, every time.

Entrepreneurial

With an entrepreneurial culture, they're better at business because they're a firm built by advisors, for advisors. Their agile approach to technology means they always have the best platforms and solutions for their clients and advisors.