
Wealth PartnersThe Alta Group
Awards and Industry Recognition




Barron's
Forbes
Welcome
Your wealth should work for you. That belief underpins our relationship-based approach at The Alta Group.
We are a deeply experienced team of Advisors and Associates, committed to a common purpose: empowering and educating clients to help them deploy their wealth with greater insight and care. Fifteen people strong, our team is a single source of integrated wealth management encompassing investing, financial planning, wealth-transfer, retirement strategies, succession planning and family-wealth dynamics. Our Advisors have earned a number of national accolades from Forbes and Barron's—honors that speak to our commitment to excellence.
Our team offers the knowledge that derives from direct experience advising an accomplished clientele. We are proud to serve as trusted members of clients' inner circle, helping them advance their priorities and chart a path to their aspirations. Clients look to us for a differentiated level of advice and guidance—an expectation that we strive to exceed through the hand-crafted nature of our strategies.
A high-striving team
At the Alta Group, our work is inspired by a clientfirst ethos. We convey this belief through the care and consistency we bring to our relationships:
- Interactive, human-based connections. Wealth management is primarily about people—their goals, concerns, needs and aspirations. We take the time to gain a perceptive understanding of clients' wealth and all that goes with it—both challenges and opportunities. Together, we strive to support clients in pursuing the positive outcomes of wealth and sidestepping its pitfalls.
- Relationships founded on integrity. Clients know when you are looking out for their best interests. It comes through in decisions, large and small. At the Alta Group, we look to be people of our word. We're not interested in chasing fads or selling "shiny objects." We look to help clients gain a precious commodity— financial security for themselves and the people and causes they value. When clients speak with us, they tend to hear something different. We are focused on their needs, eager to put them at ease and genuinely interested in their lives.
- An emphasis on stewardship and client education. True wealth lasts more than a single generation. Our team works to cultivate long-term wealth for the clients we advise. Many of our relationships span decades, allowing us to serve as an extension of a client's family, deeply attuned to their preferences and needs. We believe strongly in client education, helping identify methods to transfer wealth effectively to the rising generation. We also work extensively with clients' children and grandchildren, helping them adopt the habits and practices of sound stewardship. "We provide an artisanal approach to service, portfolio construction and financial planning, helping clients simplify their wealth and pursue the lives they envision.".
A single source of integrated wealth management
The clients who seek our advice often have a hierarchy of wealth-management needs and competing priorities. We help them organize and clarify their financial pictures, maintaining steady momentum on multiple aspects of their wealth. The depth of our team allows us to perform several wealth-management functions "in house," yielding greater clarity and collaboration.
We offer extensive experience in the following areas:
- Investing: Several of our team members hold the CFA certification, widely regarded as one of the most esteemed investment credentials in the industry. As fiduciaries, we are obligated to pursue a client's best interests—an important distinction. Our investment approach features both technical and fundamental analysis—a differentiating factor among our peers. We offer an artisanal approach to portfolio construction, refining our asset allocation to reflect a client's distinctive risk tolerance, time horizon, asset class preferences and cash-flow needs.
- Wealth Planning: Several of our team members hold the CERTIFIED FINANCIAL PLANNER® certification (CFP®), a fiduciary designation considered the pinnacle attainment within the financial planning community. Deeply versed in the complexities of substantial wealth, we aggregate multiple variables to discern where clients are in their financial lives. We then engage in active dialogue to discuss a pathway to a client's goals and aspirations, documenting those objectives within a written plan. We regularly revisit this plan, noting the evolution of clients' priorities and identifying new objectives and aspirations.
- Service Delivery: Our team understands the importance of client ease and convenience, committing extensive resources to our service team. We look to make clients' day-to-day lives simpler and less timeconsuming, taking on the administrative burdens that wealth can pose. Relationship-focused, we build long-term ties, allowing clients to regain precious time for their personal and professional pursuits. In-person meetings and phone conversations are the backbone of our approach. By design, we are patient and proactive, pinning down details the first time so that clients can enjoy greater poise
Meet Our Team
Insights

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Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
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