Check the background of investment professionals associated with this site on FINRA's BrokerCheck

Joseph D. Altic

Joseph D. Altic, CFP®, MBA
Founder, Managing Director

Joseph Altic has been a Wealth Manager for institutions and affluent families through out North America and Europe since 1994. Prior to establishing PWM, Altic co-founded another privately held U.S. firm, where he managed executive consulting and wealth planning components. He also advised four major Fortune 500 Companies as an employee benefits consultant. Altic serves as PWM’s Managing Director, and has since positioned the firm as an independent national leader* in comprehensive wealth management. He specializes in executive compensation, corporate succession planning, and custom trustee strategies. He is the primary developer of the firm’s consulting services program and a member of the Private Wealth Investment Committee. A renowned speaker, Altic is considered an authority on comprehensive wealth management. He has a B.S. and an MBA, and is a Certified Financial Planner® . He also holds the Series 31, 24, 7, and 63 securities registrations with LPL Financial and holds his Life/Health Insurance License.

*LPL Financial Chairman’s Executive Council Recipient – Top National Advisor, based on revenues 2015


Provide us with your name and email and we will keep you in the loop on things that could effect your financial future.

  • This field is for validation purposes and should be left unchanged.