Скачать или смотреть A New Chapter of Independence and Growth: Building Stronger Client Relationships, One Step at a Time

When the AGES Wealth Management team made the decision to move our practice to Wellington‑Altus back in 2024, we knew it was an important step—but we also wanted to give ourselves time to truly reflect on what that change meant.

Now, 18 months later, we look back with a deep sense of pride. The growth and improvements within our practice have strengthened our ability to serve our clients with more comprehensive, thoughtful, and personalized financial advice.

Wellington‑Altus has empowered us to operate with an entrepreneurial mindset—giving us the flexibility to build and run our business in ways that best support our clients and their families. That freedom has been transformative.

As we look ahead, we’re excited for the years to come and for the opportunity to continue deepening relationships, elevating our service, and providing even more holistic financial guidance as our clients’ lives and goals evolve.

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