We are a three person locally owned full-service brokerage firm in the Capitol of New Hampshire that creates financial plans for our clients as a foundation for our investment advice. From our suite of offices in Federal Place, a newly renovated building at 3 N. Spring Street, we serve clients in central New Hampshire and elsewhere around the country.
Altus Investment Group was created in 1999 by David Woolpert, our LPL Financial Registered Principal who has continuously been under contract with LPL Financial, the country’s largest independent broker/dealer firm,* since 1996.
David Woolpert has been in the financial services sector for over forty years. Sharon Monroe, who has been in the investment business for over 24 years, and Cindy Proctor, in the investment business for three years, help open and maintain our client’s accounts, reach new clients, and deal with any question coming into Altus Investment Group LLC.
In August of 2011, Altus Investment Group LLC became affiliated with Northeast Planning Associates, a network of over 75 advisors, all using LPL Financial as their broker / dealer. Altus Investment Group LLC chose to become part of Northeast Planning Associates to serve our clients better, reach more potential clients, create more diverse and strategic investment portfolios, and benefit from the synergy among many locally-owned advisory firms in New England that are about the same size, face similar challenges and have much to learn from each other’s business models.
*Based on revenues reported in July issues of Financial Planning Magazine, July 1996-2011