About 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.
Our family has been working with Altum Wealth Advisors for over 20 years for both our personal and business financial planning, and we couldn't be happier with the relationship we've built. Miste, Melanie, and Steve are exceptional to work with—they're knowledgeable, professional, responsive, and genuinely care about helping us achieve our financial goals.
They take the time to understand our needs and consistently recommend investment strategies that align with our risk tolerance and long-term objectives. They also keep us well informed about our investments and are always available to answer questions or meet whenever we need guidance.
We truly appreciate their… read full review
Altum Wealth Advisors has been an absolute pleasure to work with. Their team is knowledgeable, professional, and truly takes the time to get to know their clients and understand their goals. They explain things clearly, are responsive to questions, and make what can sometimes feel overwhelming much easier to navigate.
It's obvious they genuinely care about the people they serve and have built their business on trust, integrity, and long-term relationships. If you're looking for a financial advisor in the Chico area who is experienced, approachable, and committed to helping clients succeed, I highly recommend Altum Wealth Advisors.
Miste's ability to effectively support her clients financial goals is a commitment she makes for life. My childhood friend's mother worked with Miste and she was supportive through the loss of their mother and even took time to attend and help at her funeral. In a business that can be cold and confusing Miste brings a personal touch with her passion for what she does. She will work hard to make your goals become a reality and builds lasting relationships with clients that are invaluable.
Monday 8AM - 5PM
Tuesday 8AM - 5PM
Wednesday 8AM - 5PM
Thursday 8AM - 5PM
Friday 8AM - 2PM
Saturday Closed
Sunday Closed
1074 East Avenue Ste t-1, Chico, CA 95926
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