CONNECT

Address:

4208 Bluebonnet Blvd.
Baton Rouge, LA 70809

Phone:

(225) 201-9300

Fax/Other:

(225) 201-1030

Our Story

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Altus Brings High Level of Service and Expertise to Baton Rouge

Integrity, experience and specialized knowledge have never been more critical in the world of wealth management. For this reason, two well-established investment management firms–McMakin Financial and a former branch of LPL Financial–joined forces to create Altus Wealth Management LLC, an independent, full-service investment management and financial planning firm.

Altus Wealth Management AssociatesAltus provides retirement and investment planning, insurance and income tax planning and cash-flow analysis. Our clients are upcoming and current retirees, small business owners, high-net-worth individuals, endowments and foundations.


Each Altus partner brings 20-plus years of experience in a variety of financial disciplines. Partners Wally McMakin, Ronnie Brown, Mickey Guidry, Jesse Daigle, John Stewart, and John Reeder, Jr. are proud to provide excellent service, total access to Altus professionals and independent, unbiased recommendations at competitive prices. Associates at Altus include Jeremy Perque, Elliot Dorè, Danny McConnell, Michael O’Neill and Mike Nichols as well as other professional support. Please check out our Associates section to read more about the Altus team and their credentials.

“We bring a collective wisdom to every challenge we face. Between us, we've been at the table with hundreds of clients, each with unique financial needs and circumstances... this serves our clients well.” 

–Managing Partner, Mickey Guidry

Professionalism and Integrity

Yet another asset distinguishing Altus is its reputation for accountability.

Altus maintains strict guidelines for all partnerships, associations and products offered with a system of checks and balances. Everyone in the firm believes that client relationships should be built on understanding and simplicity. We still believe in giving clients an honest day’s work and we don’t peddle fancy, glamorous ideas.

“One of our biggest accomplishments is maintaining a high level of professionalism and integrity through tough times in our financial markets.This is the kind of integrity that used to be a given in our industry but, unfortunately, no longer is.”

Good communication and managing client expectations is crucial. When you are an Altus client, you will understand what we are planning, and why. Altus wants every client to say, "I get it."

Altus has a lot of experience in the technical aspects of investment management and financial planning, but taking the information to the client in a way that makes the relationship stronger is where we excel. From bottom to top, Altus is dedicated to bringing the highest standards in investment management to south Louisiana.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck