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Many responsible people now see creating a living trust as a way for them to provide security for their loved ones. These trusts help you to protect your heirs, avoid probate and create a real legacy. All the trusts we manage are focused on two things: your financial security and the needs of your …
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We do not sell your personal information to anyone. We treat information about current and former clients and their accounts in a confidential manner. Our employees may access information and provide it to third parties only when completing a transaction for you (at your request) or when providing …
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David Woolpert has been in the financial services sector for over forty years. Laura Provost has over 20 years in the investment and financial sercices industry, Marcia McManus helps open and maintain our client’s accounts, reach new clients, and deal with any question coming into Altus Investment …