About Altalune Wealth Advisors
Altalune Wealth Advisors take the shame/guilt out of money and help you become an informed investor. They meet you wherever you are in life. They help you (and your family) create a plan, and invest in ways that support your values and hopes for the future.
We have made a business decision to do the heavy lifting – to take the road less traveled. In life and at work, we strive to face life’s experiences with a positive attitude and sound strategy.
We help our clients be informed, investors. We are committed to a sustainable future for our own son and our community. We love the mountains and being outdoors, and we have witnessed how our desert changes over the seasons and decades due to climate change. We personally invest to support those values.
We help our clients invest in ways that meet their own hopes and dreams for the future too. Investing in ways that support your values makes for more meaningful relationships with your money and with your family. We strive to support you to invest in ways that reflect your values.
We have been working together as a couple for a decade now. Personally, we know the challenges and joys of building a strong financial future for our family. We have had our own ups and downs. We were each divorced before our marriage. We’ve raised a family, been through the adoption process, and supported our son through college. We had a house fire that left us homeless for a time, and we’ve experienced unemployment and lay-offs, and caregiving for elderly parents.
When you meet with us, you can feel assured that, personally, we know that life can be a bit topsy turvy and we are all making it the best we can. Life is life, and building a strong financial foundation helps.