Our mission is to provide objective advice and comprehensive guidance across all aspects of our clients’ financial lives. Our goal is to simplify the complexities of wealth so that you can pursue and enjoy the opportunities it enables.
Our core belief in the importance of independent and objective advice influences every aspect of Altair’s infrastructure.Managing Director
We continuously reinvest in our business operations to maximize our service value to clients.Chief Compliance Officer
The wide range of educational and professional backgrounds on our staff gives us the ability to evaluate a client’s full financial planning needs and provide holistic, integrated advice.Managing Director
People at Altair are very passionate about helping their clients make the best financial decisions possible.Director of Client Reporting
I’m proud that we treat our clients like family at Altair. We want to create life-long relationships with our clients and their families and be the sounding board for every major decision in their life – whether it’s personal or financial. We look out for the best interests of our clients, just the way we would for our own family. This is what makes us unique.Director
Altair Advisers is founded
June 1, 2002
Worth magazine ranks Altair as one of the 100 Most Exclusive Wealth Advisors
January 1, 2004
Office expands to entire 6th floor of 303 W. Madison
April 23, 2006
Barron’s recognizes Altair as a top U.S. adviser
September 30, 2007
Altair has been included in this prestigious ranking every year since the list’s inception.
Client education offering is expanded
August 1, 2012
Altair rebrands to accentuate full service offering
July 27, 2016
Altair renovates office to accommodate staff growth
September 9, 2016
Financial planning offering is expanded
May 1, 2017
Altair celebrates 15 years!
June 1, 2017
Altair Named One of Crain’s Best Places to Work for Fourth Year in a Row
April 21, 2020
September 8, 2021
We believe that you should be served by an adviser who put your needs first and whose counsel is never influenced by commissions or product sales. As a fiduciary, our responsibility and duty are to you, the client, not the firm.