Altiora Group, LLC is a wealth consulting firm. We offer a flat fee, unbundled alternative to traditional, asset-based wealth management. We specialize in Personal CFO services, income tax, and evidence-based investing, all built on a planning-centric model.
Altiora is an independent registered investment adviser regulated by the U.S. Securities and Exchange Commission (SEC). We serve clients nationwide.
Pamela Clark, CFP®, CPA - Co-Founder
Altiora is pleased to have access to the resources and capabilities of many leading companies, including these valued allies.
Altiora is registered and regulated by the United States Securities and Exchange Commission (SEC).
For existing or prospective clients, the following document contains disclosures and other important information about our firm:
This web site is for informational purposes only and does not constitute a complete description of our services. This site is in no way a solicitation or offer to sell investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Nothing on this web site should be interpreted to state or imply that past results are an indication of future performance.