Philip Gleason 

                    

                                                  CHIEF GROWTH OFFICER

                                                  

                                                  563-505-3463

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Since 1994, Phil Gleason, the founder of Altimeter Wealth, LLC has made it his mission to deliver unbiased and independent advice, while building client trust, through integrity, clear communication and unsurpassed service.

 

Altimeter Wealth, LLC is a fully independent portfolio management firm.

 

Our single focus is capturing innovation -- all the time.

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We do discretionary based investment accounts investing in stocks of disruptive and innovative companies that are publicly traded, including ETF's (Exchange Traded Funds), ADR's (American Depository Receipts) and foreign stocks. We create our portfolios and strive for ongoing excellence.

 

We do not invest in mutual funds, insurance products, annuities, or indexes.

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We partner with investors in their pursuit of financial success by guiding and supporting  them through the financial landscape to achieve their objectives.

 

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1. Fiduciary

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We always put your best interest first. By law, a fiduciary acts on the behalf of another in situations that require trust, loyalty, and honesty.

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The advice we offer to clients are always based on what's in their best interest.

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2. Independent

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As an independent advisory firm, we can offer investment strategies designed to meet client needs. We do not sell other companies products. Our independence enables us to sit on the same side of the table with each client and develop strategies that will be in the client's best interests.

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3. Innovation Startegies

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We focus on disruptive innovation and how it can create long-term growth for investors. It is completely different than the traditional approach to asset management. Clients own companies that are transforming the markets. We do not outsource investment decisions. We take advantage of market inefficiencies, while the businesses we own are making the world a better place.

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4. Tax Advantaged 

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Keeping what you make matters, while focusing on tax efficiency. Our objective to to achieve optimal after tax returns. 

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5. Fee-Based Accounts

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We are a fee-based only firm. We are compensated strictly through our clients. We receive no compensation, fees, revenue sharing, or any hidden fees.

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