Altum Wealth Advisors

Miste and Steve continue to amaze! The person care they put into each of their clients is beyond what is required. They care not only about my money, but about me as a person. Yes they are phenomenal at growing my retirement, but they also make sure I am living my best life! Throughout this process they have become more than my business manager- I am proud to call them friends.

Altum is the best.

My wife and I are both retired and moved to the Chico area about a decade ago. We lived in SF for over 40 years and had a tremendous financial advisor. But then he died and we thought finding a highly professional firm in Chico might be tough.

We were wrong. Steve and Miste Cladakis own and run Altum. They are highly professional, focus on fulfilling our goals, have high integrity (very important to both of us because of a few bad experiences long ago) and have excellent people skills. They also always make time for us if we need something quickly over the phone. They make themselves available.

They have gone the extra mile in making certain that we are matching our needs and financial requirements with our resources. We meet reguarly to discuss our current status and the balanced investments that they recommend for us.

Their presentation reports are clear and comprehensive. They are very good at giving us a snapshot of where we stand plus some future direction to insure that are investments are produtive but not too risky.

I cannot think of a weakness in their service and performance. Both Bernice and I feel fortunate to find a company that is so professional so close to home. We can live our retirement and travels without concern about our financial resources