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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.

AltruVista is credentialed by the Certified Financial Planner Board of Standards, Inc., the recognized standard of excellence for competent and ethical personal financial planning.

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©2016 AltruVista LLC. All rights reserved.

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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Progressive collaboration is key to client success.

ADVISOR COLLABORATION

When high-net-worth individuals work with several tax, legal, and financial advisors, it is crucial that they are integrated and working toward the same goals. We incorporate planning between multiple financial components, including retirement, investments, tax, risk management, cash management, and estate planning. Our collaborative process is designed to turn a team of experts into an expert team.

 

We welcome opportunities to collaborate with other professional advisors 
that have a desire to deliver more to their clients.

Submit your information below to request an invitation to AltruVista's next strategic alliance lunch event.

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