Welcome to Altitude Financial Services

Thank you for visiting our website and welcome to Altitude Financial Services.  On behalf of myself and the entire team at Altitude Financial Services, I would like to welcome you to join the community of individuals and families that we serve.  Helping you work to manage against unnecessary risk, seek to build wealth, and providing you with the tools and resources necessary to pursue your financial goals and objectives is at the heart of our business process.  Our daily choices and actions are selected based on the goal of being the most trusted financial services firm you will ever come in contact with.  Please take some time to review our page’s Mission Statement and Ethical Principles; these are foundational business practices we choose to execute in every aspect of our business and professional relationships.  We are also proud to offer you investment fiduciary services through our Strategic Asset Management and Guided Wealth Portfolio services.

We are looking forward to working with you to design a personalized roadmap, or financial plan, that guides you through the financial planning process.  A written financial plan is an important step toward ultimately achieving one’s financial goals and objectives while also improving the financial quality of one’s life.  We invite you to partake in the activities involved in developing, implementing, and maintaining your financial plan.  We do not take our responsibilities in providing you with a detailed and well-thought-out roadmap lightly.  Our team is committed to continuously learning, growing, and improving our expertise and services.  Since being founded in 2021, Altitude Financial Services strives to make a positive impact on the life of every person we meet and to improve the financial quality of one’s life.  We look forward to getting to know you and working with you.  Please do not hesitate to contact us today!

In Appreciation,

Justin Kawcak, MBA, ChFC®, CLU®

LPL Financial Advisor, Investment Consultant

Founder & Owner of Altitude Financial Services