Page 6 - Faces of Westchester Business - 2018

SPONSORED CONTENT
the face of
WEALTH MANAGEMENT
ALTIUM WEALTH
Seated from left to right: Michael Buonassisi, Vice President of Portfolio Management and Gregory Slater, CFA, CFP®, Chief Investment Officer. Standing from left to right: Jim Dowling, MSFS, CFP®, CLU®, ChFC®, CAP®, Managing Director; Brennian Antell, CIMA®, Director of Wealth Planning; Scott Tasch, CFP®, CLU®, ChFC®, Managing Director and Adam Nalewajek, Director of Wealth Planning
Altium believes wealth is compelled by a higher sense of purpose. We empower clients to create the life they envision for themselves, their families, and their communities. Helping others to achieve their purpose is our purpose.
Anytime something enormously important and impactful is accomplished, there is always a well-aligned team working flawlessly in the background. Altium’s highly experienced team brings a passion to serve clients through our various family office offerings. Our approach provides four interdependent elements of service, providing our clients with the transparency and confidence that their wealth is solidly aligned with their purpose.
Altium redefines financial consulting, wealth management, and the family office, creating a powerful new era in family wealth services, one where our client’s purpose drives and directs everything. We look at the wealth equation from a different perspective: Yours.
2500 WESTCHESTER AVE, SUITE 210 • PURCHASE• 877.780.0074• WWW.ALTIUMWEALTH.COM
Disclaimer: Altium Wealth Management, LLC (“Altium”) is an SEC registered investment adviser. Registration does not imply that Altium or any person associated with Altium has achieved a certain level of skill or training. [Investing in the stock market involves gains and losses and may not be suitable for all investors]. For information about Altium’s registration status and business operations, please consult the firm’s Form ADV disclosure documents, the most recent version of which is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.