Intentional torts give rise to damages and lawsuits; our focus is to protect your assets from traditional negligence lawsuits.
Are you more likely to give money to the IRS this year, or get in a car crash, or have someone slip and fall on your property?
The concept that the stock market is a creditor that needs to be protected against is the most counter-intuitive for asset protection planning.
There are limited solutions (guaranteed income rider annuities) retirees or those close to retirement can do about this fear.
Who We Serve
We provide advanced strategies to help our clients protect,
grow and transfer wealth with clarity, control and confidence.
Doctors
Helping physicians reduce taxes, protect assets and build lasting wealth so they can focus on what matters most.
Business Owners
Customiced strategies to protect your business, reduce taxes and maximize your personal wealth.
Select Families
Integrated wealth planning or families with complex needs across generations.
Professional Advisors
We help CPAs and tax professionals deliver more value, expand their brain-trust and keep control of the relationship.
Our Process
A proven process designed to simplify complexity and deliver results.
01
DISCOVER
We leam about your goals,
challenges and opportunities.
02
ANALYZE
03
IMPLEMENT
04
REVIEW & OPTIMIZE
For Doctors - Built for Your Unique Journey
We understand the financial challenges physicians face.
Reduce Taxes
Protect Your Wealth
Plan for Retirement
Practice Succession
Leave a Lasting Legacy
Why Work With Ray O'Connell
73 Vetted Specialists
Your Virtual Family Office
Sinale Point of Contact
We simplify complesity so you don't have to.
Advanced Strategies
Proactive planning to reduce risk and maximize opportunities.
Better Outcomes
Delivering a better client experience - because it's all about you,
Everybody Wins!
You, your clients, and your practice,
Ray O'Connell, AIF®, RHU®
Ray O’Connell is the Managing Director of Altus Wealth and Tax Strategies. He specializes in advanced wealth, tax, and cost-reduction strategies for doctors, business owners, affluent families, and their advisors. Through his Virtual Family Office, he provides access to a network of 73 vetted financial specialists. Ray helps CPAs and tax professionals deliver proactive planning and comprehensive financial solutions to their clients. His approach allows advisors to remain the primary client contact while expanding their expertise. He focuses on improving client outcomes, strengthening long-term relationships, and creating additional revenue opportunities for advisors. Ray is also a Founding Member of The Policy Check Network and works with Fusion Capital Management. Outside of work, he enjoys traveling, sports, and supporting foster care and special needs programs with his wife, Jan.
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Using technology
Finding Solutions
Making decisions about your money has never been easier
3-Buckets to Build Wealth
Comprehensive Planning
Avoiding Bad Advisors
Critical Capital Mass
Analyzing Risk
Debt Elimination
Getting to Know Our Clients
Making complex financial planning simple and straight-forward.
Safe Money Retirement Tools
01.
Understanding You
Assessment
02.
Review & Plan
Consultation
03.
Supporting Your Estate
Retirement Years
We Serve To Take The Complexities Out Of Your Decision Making
Innovative Solutions
Technology
Solutions for Today and Beyond
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