Altruist Wealth Management

Altruist Wealth Management is a flat-fee fiduciary firm providing virtual financial planning and investment management nationwide. We help high earners, pre-retirees, retirees make confident, informed decisions around investing, tax planning, and long-term wealth—all for a transparent, fixed annual fee. Unlike traditional advisors who charge based on assets under management (AUM), our flat-fee model ensures your costs don’t grow just because your portfolio does. Our approach focuses on what matters most to you. No two financial lives are the same. We provide clear, personalized strategies that align with your wealth, your goals, and your vision for the future. We specialize in helping high-net-worth individuals and professionals, including: Retirees & Pre-retirees High-earning Professionals Medical Professionals Non-profit Leaders What you can expect from our approach: ? Competence - Deep expertise in financial planning and investment decisions tailored to your unique goals. ?Coaching - Guidance to develop strong financial habits and behaviors that support long-term financial confidence and discipline. ?Convenience - Taking the heavy lifting off your plate so you can focus on what matters most. Continuity - Seamless, long-term implementation across trusted relationships—helping keep every financial decision aligned with your bigger picture.