ALTRUVISTA'S 10TH ANNIVERSARY

A big thank you to all who joined us for our dinner and charitable casino night. We had such a fun time celebrating the past ten years with clients, alliances, friends, and family. 

Charitable Casino Winners

AltruVista's Wealth With Purpose® Gift Fund gave away $10,000 in honor of our 10 years in business to our casino winners. 

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Maggiano's Post Oak has adopted Maddie as their Make-A-Wish child this season and we wanted to see what we could do to help. Our guests had the opportunity to purchase an additional $500 worth of poker chips by donating $20 towards Maddie's dream of going to Hawaii.
 

In total, we donated $2,680 towards her trip. 

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AltruVista Offices

3555 Timmons Lane, Suite 915

Houston, TX 77027

Investment advisory services offered through AltruVista LLC, an SEC registered advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. AltruVista LLC is a separate entity from ValMark Securities, Inc.

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Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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