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About


Plan, Dream, Achieve

Altus Wealth Strategies specializes in Income, Distribution and Tax Reduction strategies and will act with care to put your best interests first.

Our goal is to guide you through the process of negotiating financial barriers and help you avoid the irreversible mistakes many people make when creating a financial plan. At Altus Wealth Strategies, we will use our extensive training and experience to help you Plan, Dream and Achieve financial success -- whatever 'success' means to you.


Plan 

There are many ways to achieve financial success. And this should be based on your specific goals. 

At Altus Wealth Strategies we can work with you to create the plan that will help you achieve your needs and desires. Our team specializes in helping create comprehensive investment and retirement plans that can provide long-term financial security. We will evaluate and recommend needed improvements in plan components including investment, retirement, and taxes in order to create a comprehensive personalized financial strategy. Ray O’Connell's team is also fully prepared for planning in the areas of long-term health and Medicare and can use his knowledge to effectively include healthcare arrangements in your financial strategy. 


Dream

A financial dream is something you hope for. Altus Wealth Strategies aims to create goals based on your dreams and provide the support you need to turn those dreams into reality. While creating or working toward improving your investment and retirement plan, we will become familiar with your values, goals, and future direction to help ensure that your plan will support your vision for the future. Ray is committed to discovering your dreams and has the experience to create goals that are within your financial abilities and tolerance for risk.


Achieve

Altus Wealth Strategies can help guide you through the process with consistent support and frequent updates that should keep you on track for your goals. Ray O’Connell can help you avoid obstacles and plan for changes based on his experience with financial strategies. In order to put your plan into action, we can create a team of supporting professionals -- CPAs, attorneys and specialists that will help you draft the proper documents needed to assist in achieving your financial goals. We can also provide you with regular updates on development of your financial plan to keep you informed and aware of your progress towards success.