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Second Opinion Service

Are Your Financial Plans on Track?

Are your current financial plans and investment strategies on track?

Do you understand your investments and do you know how and why they were selected?

Couple Meeting ConsultantIs your portfolio in line with your goals, time horizon, and risk tolerance?

Are your investments monitored regularly?

Altum Wealth Advisors offers a robust and complimentary Second Opinion Service.

Just as we look for second opinions from physicians to protect our medical health, a second opinion from an independent and objective financial advisor is important to protect your financial health.

 
During our meeting we will ask you to describe your financial goals and the objectives of your specific investment portfolios. We will also look to understand your risk tolerance. We will review your portfolios and determine if they are aligned with your goals, preferences, and risk tolerance.

“Know what you own, and know why you own it.” – Peter Lynch

 
If we believe your investments are well-aligned, we will let you know. If we think your investments are no longer aligned, we will let you know why and we will provide some recommendations.


Contact us to schedule a Complimentary Second Opinion meeting ❯