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Altum Wealth Advisors Co-Sponsors 2017 “Last Thursday of the Month Wine Tasting” Fundraisers

We are proud to announce that Altum Wealth Advisors will be co-sponsoring the 2017 “Last Thursday of the Month Wine Tasting” fundraising events along with Chico News & Review, Ray’s Liquor and Bidwell Bar & Grill!

These wine tasting fundraisers will benefit many worthwhile charitable organizations here in our community. The event takes place on the last Thursday of every month.

A $7 donation is requested at the door and 100% of the proceeds will benefit the non-profit organization. Stay tuned for more information regarding dates, location, and the specific non-profit organizations being supported.

Thanks to Brian of Chico News & Review for organizing and promoting these fundraising events, to Marsil of Ray’s Liquor for introducing us to great wineries and providing the wine, and to Courtney of Bidwell Bar & Grill for providing such a beautiful venue!

We look forward to seeing you there!

the Altum Wealth Advisors Team

“INVESTING” Educational Workshop – Sat., Nov. 19, 12PM, Willows


Join us for an “INVESTING” Educational Workshop in Willows!


Saturday, November 19
12:00 PM-1:30 PM


Willows Library, Eubank Room, 201 N. Lassen St., Willows, CA

At the workshop, we will listen to your questions and have a straightforward, open discussion about “financial planning” and “investments”.

In addition to answering your questions, we will discuss:

  • Portfolio construction
  • Various investments
  • Fees
  • How to choose a financial advisor
  • Other related topics

Attendance is free but space is limited. To register, please call us at (530) 924-0110.

We look forward to seeing you there!

the Altum Wealth Advisors Team

San Francisco Financial Planning Day, Sat., Oct. 22!

financial-planning-day-2016_social-media85Steve will be joining other CERTIFIED FINANCIAL PLANNERS™ in San Francisco on Oct. 22 to offer free one-on-one counseling and financial workshops throughout the day. The event is free!

More information at:

Click here for SF Financial Planning Day brochure with directions.

Look forward to seeing you!

the Altum Wealth Advisors Team

Visit us at the 2016 “Healthy Aging Senior Expo” on Oct. 6!

Visit Altum Wealth Advisors at the 2016 Chico Area Recreation & Park District (CARD) “Healthy Aging Senior Expo” on Thursday, October 6. This event is free!

We will be at the expo providing information on retirement planning, investments, social security benefits, and other financial topics.

senior-expo-website-headerCARD is presenting this free event along with Enloe Medical Center, Passages, Interim Health Care, and AAA Chico. Educate yourself, family members, and friends about the importance of prevention and maintaining good health for independence in your later years.


Thursday, October 6
9:00 AM-1:00 PM


Lakeside Pavilion, 2565 California Park Dr.
Chico, CA 95928

At the EXPO you’ll have access to numerous products and services including but not limited to:

  • California Phones (free phones)
  • Free Health Screening
  • Free Flu Shots (for those who qualify)
  • Home Care Providers
  • Health Care Groups
  • Insurance Services
  • Food Demos/Samples

Please contact the Lakeside Pavilion Office at 895-4015 for a detailed flyer of events.

Altum Wealth Advisors is an independent financial planning and advisory firm committed to the highest level of service & standards.

We look forward to seeing you all!

the Altum Wealth Advisors Team

Open House! – January 14, 2016, 4 to 6 PM

Open House 2You are invited to our Open House!

Join as we celebrate the New Year and look forward to a healthy and prosperous 2016!

Enjoy appetizers & drinks and mingle with some great people.


Thurs., January 14th – Stop by our office anytime between 4 & 6 PM.


Altum Wealth Advisors
1074 East Ave., Suite T-1
Chico, CA 95926

Please RSVP by emailing us at AltumWealth @ 1stallied [dot] com or calling (530) 924-0110.

Feel free to bring your children, parents, friends, and associates.

We look forward to seeing you all!

the Altum Wealth Advisors Team