Alta Private Wealth
Our mission is to provide trusted advice to help people live better lives
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Alta Private Wealth is a wealth management firm led by Alan Grismore, CFP®, WMCP® — providing personalized financial planning and investment management services.
As fiduciaries we are legally and ethically obligated to act in your best interest. No commissions. No conflicts. Just sound advice.
As an independent and privately held company we only have one goal in mind, to do the best for our clients. We know that if we take great care in addressing our clients needs, our company will continue to thrive.
Our planning process begins with understanding your full financial picture—income, goals, taxes, and more. We create a tailored strategy to help you invest wisely, minimize taxes, and build lasting financial security for the future.
Client Centric
We embrace the legal fiduciary obligation to place Clients’ interests first
Portfolio Management
We deliver comprehensive financial planning
We Work For You
We remain independent from any bank, insurance company or investment management provider or firm.
Our Commitment
Strong Relationships Built on Uncompromising Trust and Loyalty
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If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if we’re a good fit together.
Common Questions
Everything you need to know about working with a fiduciary wealth management firm.
Alta Private Wealth ("APW") is a dba of Santara Wealth Management, LLC (“SWM”), a Registered Investment Advisor ("RIA") located in San Diego, California. Santara Wealth Management, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Santara Wealth Management, LLC's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Santara Wealth Management, LLC's web site on the Internet should not be construed by any consumer and/or prospective client as Santara Wealth Management, LLC's solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Santara Wealth Management, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Santara Wealth Management, LLC, please contact the state securities regulators for those states in which Santara Wealth Management, LLC maintains a registration filing. A copy of Santara Wealth Management, LLC's current written disclosure statement discussing its business operations, services, and fees is available at the SEC's investment adviser public information website - www.adviserinfo.sec.gov or from Santara Wealth Management, LLC upon written request. Santara Wealth Management, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Santara Wealth Management, LLC's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Insurance products and services are offered and sold through HALO and individually licensed and appointed insurance agents.
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