Advisors at this firm
Dustin B
CFP®, Series 66
Colorado Springs, CO
Altus Wealth Group, LLC
Dustin Bench is a CFP® with 22 years of industry experience currently serving at Altus Wealth Group, LLC. His prior roles include nearly a decade at Morgan Stanley in various capacities. Bench is involved in nonprofit leadership as Board Chair of the Community Partnership Family Resource Center and serves as President of the Pikes Peak Kiwanis Foundation; he also sits on the board of SolidGround, a nonprofit addressing housing needs for low-income families in Colorado. Altus Wealth Group is a seven-advisor team managing approximately $620 million in assets, serving individuals, families, trusts, estates, and institutions. The firm employs a risk-first investment approach that utilizes managed-volatility portfolios and combines active and passive strategies, with services including investment management, wealth planning, and third-party manager selection.
Brenda L
Series 65
Colorado Springs, CO
Altus Wealth Group, LLC
Brenda Lammers is a financial advisor with Altus Wealth Group, LLC in Colorado Springs, CO. She holds a Series 65 designation and has three years of industry experience. Prior to joining Altus Wealth Group in 2022, she worked at US Bank from 2011 to 2022. Altus Wealth Group is a registered investment adviser serving individuals, families, trusts, estates, and institutions through a team of seven advisors managing approximately $620 million in assets. The firm employs a risk-first investment process using managed-volatility portfolios and explicit risk budgets, blending active and passive strategies across various asset classes.
Nancy M
CFP®, ChFC®, Series 63, Series 65
Colorado Springs, CO
Altus Wealth Group, LLC
Nancy Mercado is a CFP® and ChFC® with 34 years of experience in the financial industry. She has worked at several firms, including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and currently serves at Altus Wealth Group, LLC since 2017. Nancy is also a managing partner at Peep Ventures, LLC, an entity involved in operating commercial rental properties. Altus Wealth Group, LLC is a registered investment adviser serving individuals, families, trusts, estates, and institutions through a seven-advisor team managing approximately $620 million in assets. The firm employs a risk-first investment process incorporating managed-volatility portfolios and combines active and passive strategies, providing both discretionary and non-discretionary investment management along with wealth planning and consulting services.
Scott A
Series 66
Colorado Springs, CO
Altus Wealth Group, LLC
Scott Anderson is a financial advisor at Altus Wealth Group, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, Morgan Stanley Private Bank, and Purshe Kaplan Sterling Investments prior to joining Altus Wealth Group. Anderson is also involved in the sale of fixed and traditional insurance products and group disability insurance. Altus Wealth Group, LLC serves individuals, families, trusts, estates, and institutions through a team of seven advisors managing approximately $620 million in regulatory assets. The firm uses a risk-first investment process that employs managed-volatility portfolios and explicit risk budgets, combining active and passive strategies across various asset classes.
Norman A
CFA®, Series 66
Colorado Springs, CO
Altus Wealth Group, LLC
Norman Alvis is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Altus Wealth Group, LLC since 2022. Prior to joining Altus, he worked at US Bank for twelve years. Outside of his advisory role, he operates a cycling marketing and promotion business called More Power to the Pedals. Altus Wealth Group, LLC is a seven-advisor team managing approximately $620 million in assets for individuals, families, trusts, estates, and institutions. The firm employs a risk-first investment process that balances active and passive strategies across a range of asset classes, with portfolios reviewed and rebalanced quarterly.
Edwin J
CFP®, Series 63, Series 65
Colorado Springs, CO
Altus Wealth Group, LLC
Edwin Janeczek is a CFP® professional with 13 years of industry experience, currently serving at Altus Wealth Group, LLC. His prior roles include positions at LBMZ Securities Inc, Zacks Investment Management, Stratera Holdings LLC, T. Rowe Price, and FS2 Capital Partners. Altus Wealth Group is a seven-advisor team managing approximately $620 million in assets, serving individuals, families, trusts, estates, and institutions. The firm employs a risk-first investment process focused on managed-volatility portfolios and uses both active and passive strategies across various asset types.
Michael H
Series 63, Series 65
Palm Desert, CA
Altus Wealth Group, LLC
Michael Harrington is a financial advisor with Altus Wealth Group, LLC in Palm Desert, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining Altus Wealth Group in 2017, he worked at Morgan Stanley Smith Barney from 1998 to 2017. He is also the owner of MH Wealth Management, through which he provides financial advisory services. Altus Wealth Group is a seven-advisor team managing approximately $620 million in regulatory assets, serving individuals, families, trusts, estates, and institutions. The firm follows a risk-first investment process using managed-volatility portfolios and explicit risk budgets, combining active and passive strategies across various securities, with quarterly portfolio reviews and third-party manager due diligence.