About Altum Wealth Advisors | S. Cliadakis, CFP
Reviews for Altum Wealth Advisors | S. Cliadakis, CFP
Write a reviewHours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 2PM
Saturday: ClosedSunday: Closed
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.
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.
I have had the pleasure of getting to know Miste Cliadakis through a networking group. She is professional and very knowledgeable. I have trusted her and Steve with my family’s portfolio for some time now. We trust their financial guidance and would highly recommend. Also love Melanie in the office!
My wife and I were overwhelmed with various accounts in our portfolio. Miste, Steve and Melanie helped us consolidate and organize our portfolio. We have been very satisfied with their financial guidance. They take the time to listen to our questions and are friendly and professional.