Steve O’Connor, Andrew Hermes, and Bill Doepker reside in the Greater Cincinnati and Northern Kentucky area. Each managing partner brings a unique skill set and life experiences that enhance our client relationships.
Together, we have over 60 years of experience in the financial services industry.
Our private ownership affords us the opportunity to develop deep personal relationships with our clients, providing them with advice on how to build, preserve, and transfer their family’s wealth.
We built Altus Wealth Management to be different from large, national firms. Our focus is not scale. It is connection.
By intentionally limiting how many households each of our advisors serves, we can be present when our clients need us, communicate proactively, and maintain a level of personalization that simply is not possible at greater scale.
You are not a number in a system. You are a relationship we are committed to.
Altus Wealth Management is a privately owned, fee-based investment advisory firm serving clients across the Greater Cincinnati and Northern Kentucky area.
We were built to offer something different from the large national firms: a personal, fiduciary-centered relationship where decisions are made around your goals, not sales targets. Our managing partners share a commitment to deep client relationships, disciplined investing, and the highest standards of professional care.
We desire to build long term client relationships. We view this as an important aspect of our firm’s culture. We strive to know everything about your personal situation and what makes you unique. Having this knowledge affords us the opportunity to deliver the best level of service and care to our clients.
We tailor our services to our client’s personal situation. Each Managing Partner will limit the number of households they service to approximately seventy-five. This gives us the ability to communicate more frequently with our clients to further deepen our personal relationship.
All financial plans and investment allocation strategies are developed in partnership with you, the client, and the managing partners. Each partner is a CERTIFIED FINANCIAL PLANNER™ practitioner. This approach allows multiple perspectives to determine the most appropriate and comprehensive financial solution.
Our actively managed portfolios will incorporate exchange traded funds (ETFs) and individual fixed income as core positions in each portfolio in an effort to reduce costs, enhance consistency, and promote tax efficiency.
We offer three distinct advisory programs designed to meet the needs of clients at different stages of their financial journey.
Your strategic allocation will be determined as part of your comprehensive financial plan.
Strategic and Tactical Management
ETFs and Mutual Funds
No
Your strategic allocation will be determined as part of your comprehensive financial plan.
Strategic and Tactical Management
ETFs, Individual Fixed Income, and Mutual Funds
Yes
100% Fixed Income Portfolio
Customized Fixed Income Management
Individual Fixed Income including Taxable and Tax Exempt
Yes
Altus Wealth Management is a SEC registered investment advisor. SEC registration does not imply a certain level of skill or training.
Whether you are exploring wealth management for the first time, or looking for a more personal alternative to a large national firm, we welcome the opportunity to meet you.
We are happy to answer your questions, walk you through how we work, and discuss whether a partnership with Altus might be the right fit for your goals.
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