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Our Client Commitment

We offer strategies to delve into matters of consequence to your financial future that others might very well overlook. Our purpose is to help you pursue your personal and financial objectives so you can focus on what matters most.

We hold ourselves to a higher standard of planning as our client’s goals and interests are first priority. We take the time to learn and explore each client's situation to develop a strategy that is suitable and customized. Alta works closely with the industry’s top thought leaders, asset managers, technological services, and planning specialists to ensure competency, trust, and execution.  Our advisors bring insight from the outside to help you avoid emotionally driven decisions in important money matters.

At Alta Wealth Advisors, we differentiate ourselves by upholding to a fiduciary standard to provide investment recommendations to serve our client’s best interests. We utilize a team approach by working closely alongside “your team”, example: CPA’s, attorney’s, etc. We find that this collaborative and involved approach elevates our clients experience to be able to achieve both their personal and financial goals.

Our Values

  • Independent: we don’t utilize proprietary products or models. We have access to a vast range of platforms that aligns with the individual client’s objectives. As independent advisors we have access to enhanced platforms of investments and strategies to address your distinctive needs.
  • Partnership: working as a team with other key individuals in your life. We partner with your lawyers, accountants and other key individuals in your life to build a plan to ensure coordination. We help take the emotions out of the hard decisions.
  • Education: our firm is based on the principle that education and understanding of your current financial situation is vital to successfully making prudent decisions concerning your future financial decisions. We provide our clients with monthly newsletters, monthly market updates, invitations to educational seminars, client appreciation events and the industry’s leading technology.
  • Competency/Guidance: provide clients with a vision for the future.
  • Transparency: encompassing full transparency relative to fees and expenses
  • Trust/Integrity: understanding your risk tolerance.
  • Working as a team/full circle: ability to tie it all together: technology, tools, education.
  • Support: we have an Operations team to fully support our business.
  • Organization: by bringing order to your financial life.
  • Accountability: assisting you in following through on your financial commitments.
  • Objectivity: as an RIA we have no sales incentives or directives; our recommendations are based on extensive research that fits the client’s unique situation.
  • Proactivity: we work with you to anticipate your life transitions and to be financially prepared for them. Ongoing communication and review.
  • Introducing state of the art technology: our clients have access to exclusive technology so they can maintain and monitor their finances wherever they might be.