Altum Wealth Advisors

Altum Wealth Advisors is a premier fiduciary wealth management & financial planning firm serving clients in Chico, CA, the Reno, NV area, and throughout Northern California. 

As a fiduciary firm, we deliver objective guidance and customized strategies designed to help clients navigate complex financial decisions, preserve wealth, and pursue their long-term objectives.

We provide: 
◆ Comprehensive wealth management & financial planning services for individuals, families, & business owners 
◆ Employer-sponsored retirement plan services, such as: 401(k), 403(b), 457 plans, for business owners

Services include:
◆ Retirement planning and income strategies
◆ Investment portfolio design and management
◆ Risk management and insurance planning
◆ Strategies for concentrated equity positions
◆ Multigenerational strategies

Steven Cliadakis, MBA, CFP®, AIF®
Miste Cliadakis, CWS®, AIF®

https://www.altumwealth.com/