AltruVista

AltruVista AltruVista helps business owners and their families navigate the complexities of their business and personal wealth. Member FINRA, SIPC.

Financial Planning and Investment Advisory services offered by AltruVista LLC, a SEC Registered Investment Advisor. Securities offered by Valmark Securities, Inc. AltruVista LLC and Valmark Securities are separate entities. Third party posts do not reflect the views of Valmark Securities or your AltruVista and have not been approved prior to posting.

We are celebrating our 14th anniversary today! Thank you for being part of our community and trusting us to work alongsi...
08/18/2023

We are celebrating our 14th anniversary today!

Thank you for being part of our community and trusting us to work alongside you.

JOIN OUR TEAM!!AltruVista is looking for new team members to join our planning and client service team. We’re passionate...
08/10/2023

JOIN OUR TEAM!!

AltruVista is looking for new team members to join our planning and client service team. We’re passionate about business owners and entrepreneurship, and work daily to “do great things together.”

If you’re looking to have a voice on a talented team, create a meaningful impact in the lives of your clients, and work in a growing, entrepreneurial business, this opportunity could be right for you.

Visit https://www.altruvistawealth.com/careers for all the details.

We wish you all a happy and safe Independence Day!Our office is closed today, Tuesday, July 4, and will resume regular h...
07/04/2023

We wish you all a happy and safe Independence Day!

Our office is closed today, Tuesday, July 4, and will resume regular hours tomorrow, July 5th at 8 am.

At AltruVista we pride ourselves in serving the unique needs of business owners. Thank you to Mr. and Mrs. Joe Jackson f...
06/30/2023

At AltruVista we pride ourselves in serving the unique needs of business owners. Thank you to Mr. and Mrs. Joe Jackson for their testimonial. We are grateful to serve you and to help provide the peace of mind you seek.

Visit https://www.altruvistawealth.com/are-you-a-good-fit to find out if you are a good fit to work with us.

Yvette and Sara-Katherine hit the target at our recent axe throwing outing! Comment below and let us know your suggestio...
06/22/2023

Yvette and Sara-Katherine hit the target at our recent axe throwing outing!

Comment below and let us know your suggestions for our next team challenge.

Help us wish Jared Waldrup a happy fourth anniversary at AltruVista! Jared, we have enjoyed watching your growth these l...
06/09/2023

Help us wish Jared Waldrup a happy fourth anniversary at AltruVista! Jared, we have enjoyed watching your growth these last four years and are thankful you are part of the team!

We remember and honor those who have fallen while serving our armed forces🇺🇸. Our office will be closed Monday, 5/29 in ...
05/26/2023

We remember and honor those who have fallen while serving our armed forces🇺🇸.

Our office will be closed Monday, 5/29 in observance of Memorial Day and will resume regular hours Tuesday, 5/30.

Are you aware of the tax code changes for 2023? One of them is the estate exemption increase of $12.92M per couple. That...
05/12/2023

Are you aware of the tax code changes for 2023?

One of them is the estate exemption increase of $12.92M per couple. That’s about $2M more than in 2022. You may want to check with your advisor to ensure you are taking full advantage of this increase.

04/28/2023

Do you know our Four Simple Rules™ for investing?

It is rooted in academia and decades of combined experience. It guides us through market cycles and helps determine the strategies we use to help you capture the benefits of being invested in the capital markets as you follow your personalized plan designed to achieve your legacy goals.

As a client of ours, you will see this philosophy applied in your Investment Policy Statement when working with us.

The AltruVista team is always available for any questions you may have.

Help us wish a happy 4th anniversary to our Director of Wealth Planning, Joe St. Thomas! Joe is a tremendous asset at Al...
03/31/2023

Help us wish a happy 4th anniversary to our Director of Wealth Planning, Joe St. Thomas! Joe is a tremendous asset at AltruVista, working directly with our planning clients and overseeing the planning team. Behind the scenes he keeps our team entertained with his witty humor. Happy Anniversary, Joe!

03/24/2023

“Entrepreneurs don’t retire…”

“For entrepreneurs… it’s almost like an artist, if an artist loves to paint and one day they’ve sold enough paintings that they have financial independence, it doesn’t mean the next day they stop painting, they’re going to keep painting. That’s what they love to do.

In a similar way, entrepreneurs love to build, they love to create, and they love to give. So, the idea of building enough wealth or selling your company, and then you’re going to retire, it’s nine out of 10 times, a business owner won’t retire…”

Ali was recently interviewed by Alan Olsen for the Serial Entrepreneur podcast- you can watch the full video at the link below👇

https://groco.com/featured-guests/the-business-owners-dilemma-with-ali-nasser-serial-entrepreneur/

03/08/2023

Help us congratulate Sara-Katherine on her promotion to Client Service Manager! We know our clients will continue to receive a high level of service with Sara-Katherine leading our client experience efforts. Congratulations and well deserved!

Address

3555 Timmons Lane, Suite 915
Houston, TX
77027

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when AltruVista posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category

AltruVista

AltruVista offers holistic financial planning tailored to high net worth entrepreneurs and business owners in the Houston area.

Financial Planning and Investment Advisory services offered through AltruVista LLC, an SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431. 1-800-765-5201. AltruVista LLC and Valmark Securities are separate entities.