Altum Wealth Advisors | S. Cliadakis, CFP

Altum Wealth Advisors is an independent investment advisory firm that provides comprehensive wealth management, financial planning, and investment management services for individuals, families, business owners, and entrepreneurs. They proudly serve as "financial fiduciaries" to their clients. The firm is highly praised for its personalized and caring approach. Financial planners like Miste and Steve are described as incredibly professional, knowledgeable, trustworthy, and compassionate. They take the time to understand each client's individual needs and provide excellent guidance and support, even in difficult circumstances. Their expertise has been invaluable in helping clients navigate complex financial matters, relieving them of significant stress. Altum Wealth Advisors is highly recommended for anyone seeking comprehensive wealth management and financial planning services. Clients have shared how Miste and her assistant Melanie have significantly improved their financial peace, helping them enjoy their retirement years and manage family financial needs, while ensuring their money grows effectively.