Experience the Difference of
Proactive Wealth Management
"Altenn Wealth designs sophisticated, tax-aware strategies that integrate your investments, real estate decisions, career income, and generational planning into one coordinated system. Through a high-touch advisory approach, we help reduce complexity, improve after-tax outcomes, and support your family's long-term objectives."
Independent. Fiduciary. Strategically Coordinated.
Complex wealth requires more than isolated recommendations. We analyze how investments, taxes, estate structures, and financial decisions interact to build strategies designed for long-term outcomes.
Integrated
Optimized
Resilient
Altenn Wealth serves high-earning professionals and families whose financial lives have grown complex. Whether you are navigating a liquidity event, a concentrated position, or a major life transition, we coordinate planning, investments, and tax strategy around your specific situation.
High Net Worth Families
Multi-generational wealth requiring custom portfolio architectures, strategic asset location, and tax-aware transition strategies to maximize after-tax compounding and seamlessly steward family wealth across generations.
Executives & Equity-Compensated Professionals
Leaders with concentrated stock positions, NSOs, ISOs, or RSUs who need disciplined diversification pathways, tax-aware liquidation strategies, and AMT exposure management.
Business Owners & Entrepreneurs
Founders and owners managing capital-intensive transitions, requiring pre-liquidity portfolio structuring, tax-efficient capital gains management, and tax-smart proceeds reinvestment.
Physicians & Healthcare Practice Owners
Medical professionals balancing peak earning years, specialized practice plans, cash balance pensions, and tax-efficient asset placement in taxable vs. tax-deferred buckets.
High-Income Professionals in Peak Earning Years
High earners subject to top federal and state brackets requiring tax-efficient overlay strategies, systematic tax-loss harvesting, and custom direct indexing to maximize after-tax returns.
Pre-Retirees & High-Net-Worth Retirees
Investors shifting from accumulation to decumulation who need tax-smart withdrawal sequencing, strategic Roth conversions, and capital gain-managed rebalancing during distribution.
How We Work
Our process is designed to build a complete understanding of your financial life before recommendations are made. Every phase builds on the last, allowing us to create strategies that are coordinated, tax-efficient, and built to evolve over time.
1. Initial Consultation
Understanding Your Goals
We begin with an introductory conversation to understand your objectives, current financial situation, and the challenges you want to solve. We discuss your priorities, explain our approach, and determine whether our expertise aligns with your needs. If we believe another professional would better serve your situation, we will let you know.
2. Comprehensive Review
Building Your Financial Blueprint
Next, we perform a detailed review of the key pieces of your financial life. This may include tax returns, investment portfolios, retirement accounts, estate documents, equity compensation, business interests, insurance coverage, and cash flow. Rather than evaluating each area independently, we identify how they interact and where opportunities exist to improve tax efficiency, reduce risk, and strengthen long-term outcomes.
3. Strategy Design
Your Integrated Wealth Plan
Using our analysis, we develop a comprehensive wealth strategy tailored to your circumstances. Depending on your needs, this may include investment management, multi-year tax planning, retirement income strategies, estate planning coordination, charitable giving strategies, business succession planning, and equity compensation planning. Every recommendation is designed to work together as part of a single, integrated strategy—not as isolated financial decisions.
4. Lifelong Partnership
Lifespan Financial Planning
We do lifespan financial planning. Your financial strategy should evolve as your life, family, career, and wealth change. Rather than reacting after major events occur, we proactively anticipate them—whether it's retirement, the sale of a business, equity compensation decisions, a growing family, charitable giving, or changes in tax law. We meet regularly to review your progress, refine your strategy, and identify new planning opportunities before they become urgent. As circumstances change, your plan adapts with them, ensuring every financial decision continues to support your long-term goals.
The right time to plan is before you need to.
Insights
The "1031 Exchange" for Stock Portfolios: Tax-Deferred Diversification for Concentrated Positions
Concentrated Stock Positions: 5 Tax-Efficient Strategies to Reduce Risk Without Sacrificing Wealth
Box Spread Borrowing: A More Efficient Way to Access Liquidity Without Selling Investments
Who would you like to meet with?
Choose an advisor to see their availability.
Katerina Minevich
CFP®, CDFA® — Co-Founder
Hilal Yilmaz
PhD, CFA — Co-Founder