Altius Financial

Financial planner in Denver, CO (show on map)

5.0

★★★★★

2 reviews

ALTIUS Financial provides personalized financial planning and investment management services for individuals and businesses in Denver Colorado.

Call (303) 584-9271

Navigate to Visit website

About

ALTIUS Financial is a Denver Colorado-based financial planning firm with over 50 years of combined experience in the industry. The firm takes a personalized approach to financial planning developing strong lasting relationships with clients.

Many clients have been with the firm for nearly 20 years some for over 35 years. ALTIUS provides services including financial planning through their Empowered Future Program, portfolio management using their ALTIUS Capital Filter strategy, retirement planning, estate planning, insurance, and tax planning. The firm serves various client types including corporate achievers, entrepreneurs, service professionals, and generational planning clients.

Over 50 years of combined experience

38 years in business for founder

Many clients have been with firm for nearly 20 years some over 35 years

Personalized approach to each client

Own substantially similar portfolios to clients

Podcast Capitalize Your Fridays

Services

Financial Planning

Comprehensive financial planning through the unique Empowered Future Program providing structures and resources that empower financial decision making with specific customized actionable steps.

My Empowered Future Program Goal setting Long-term planning Customized strategies

Portfolio Management

Investment portfolio management building and managing client portfolios with a clear coherent Investment Policy Statement using their investment strategy and ALTIUS Capital Filter.

Investment Policy Statement ALTIUS Capital Filter Personalized portfolios Asset allocation

Retirement Planning

Retirement planning services helping clients plan for their financial future and create sustainable retirement income.

Retirement income planning 401K/IRA rollovers Social Security analysis

Estate Planning

Estate planning services to help clients protect and transfer their wealth to future generations.

Wealth transfer strategies Estate structure Generational planning

Insurance Services

Insurance products and planning to protect assets and provide financial security.

Asset protection Insurance planning

Tax Planning

Tax planning strategies to help minimize tax liability and optimize financial outcomes.

Tax efficiency Tax liability minimization

Credentials & Certifications

Certified Financial Planner (CFP)

Reviews

Rating

★★★★★

Reviews

"We have been clients of Altius Financial since it opened."

Frequently Asked Questions

What services does ALTIUS Financial offer? +

ALTIUS Financial offers financial planning through their Empowered Future Program, portfolio management with the ALTIUS Capital Filter, retirement planning, estate planning, insurance, and tax planning services.

Where is ALTIUS Financial located? +

ALTIUS Financial is located at 1777 S. Harrison Street Suite 810 Denver CO 80210.

What is the ALTIUS Capital Filter? +

The ALTIUS Capital Filter is ALTIUS's proprietary investment strategy used to build appropriate personalized investment portfolios for each client's individual situation.

What is the Empowered Future Program? +

The Empowered Future Program is ALTIUS's unique financial planning program that provides structures and resources to empower your financial decision making with specific customized actionable steps to follow.

How long has ALTIUS Financial been in business? +

ALTIUS President Mike Williams has been in the financial planning and investment business for 38 years.

What types of clients does ALTIUS work with? +

ALTIUS works with corporate achievers, entrepreneurs, service professionals, and clients seeking generational planning. They help with employee stock options, business financial planning, pensions, tax-sheltered annuities, and family financial decisions.

What is ALTIUS's investment philosophy? +

ALTIUS's financial planning philosophy is comprehensive, long-term, and time-tested. They believe in looking at clients' whole financial picture, connecting life goals to financial decisions, making informed fact-based decisions, and taking a long-term approach.

Does ALTIUS offer educational resources? +

Yes ALTIUS provides newsletters, key financial data worksheets, annual goal tracking, a road to independence reading and watching list, and podcasts through Capitalize Your Fridays.