Lynsey CFP's Contact Details

Lynsey CFP's Company Details

AltruVista

Houston, TX, US • 20 - 49 Employees
Financial Services

AltruVista helps business owners and their families navigate the complexities of their business and personal wealth. Our Wealth with Purpose® process, developed exclusively for business owners, brings together your business, balance sheet and personal planning. We lead with your vision, providing innovative strategies to integrate your advisors and capture your success. The Wealth with Purpose® Process: · Determine Synergy and Value· Evaluate, Define, Educate· Collaborate, Design, Communicate· Implement and Coordinate· Review and Track Whether you are just starting your business journey, experiencing exponential growth, or looking to form your exit strategy, AltruVista would love to work with you and your family to ensure you are positioned to capture success. To learn more and sign up for our email list visit www.altruvistawealth.com.Financial Planning and Investment Advisory services offered by AltruVista LLC, a SEC Registered Investment Advisor. Securities offered by Valmark Securities, Inc. Member FINRA, SIPC. AltruVista LLC and Valmark Securities are separate entities. Third party posts do not reflect the views of Valmark Securities or your AltruVista and have not been approved prior to posting.