ALTUS Wealth Solutions

Our Vision: Empowering Financial Success

ALTUS Wealth Health prioritizes personal and business financial planning, investment management, and insurance solutions for individuals and businesses. We believe financial success is about more than just numbers - it's about control, intentionality, and peace of mind.

What We Do

We offer a comprehensive range of services to meet your unique financial needs, including:

Personal Financial Planning

• Collaborative goal setting and risk assessment
• Customized plans to manage investments, retirement accounts, and debt
• Budgeting and expense management
• Insurance review and analysis

Investment Management

• Active portfolio management designed to align with your financial goals and risk tolerance
• Regular portfolio reviews and optimization
• Transparent communication and regular reporting

Insurance Solutions

• Life insurance planning and analysis
• Review of existing plans to ensure adequate coverage
• Guidance on risk management strategies

Our Values

• Collaboration: We believe in partnering with you to create a customized financial plan that works for you.
• Transparency: We provide clear and concise information about our processes and fees.
• Integrity: We uphold the highest ethical standards and maintain strict confidentiality.
• Empowerment: We strive to equip you with the knowledge and tools you need to make informed financial decisions.

Our Team

ALTUS Wealth Health is led by John D. Buerger, a Certified Financial Planner (CFP) and Master of Science in Financial Services. With over 20 years of experience, John has a proven track record of helping clients achieve their financial goals and navigate financial challenges.

Our Approach

We take a holistic approach to financial planning, considering your entire financial situation and goals. We utilize a robust framework to identify your needs, explore potential solutions, and implement strategies that align with your unique circumstances.

Our Commitment

We are dedicated to providing you with exceptional client service, personalized attention, and ongoing support throughout your financial journey. We are available to answer your questions, address your concerns, and guide you towards financial success.