Altalune Wealth Advisors: Your Financial & Retirement Dreams Matter.

Find comfort.

Build a shared dream for healthy wealth.

Talk to us about building wealth.

Feel free.

Gain confidence to engage with your wealth.

Ask us how.

Find joy.

A meaningful life is built on sharing memories.

Let us support you.

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We are so happy you’re here! We know that money can feel complicated no matter how much we have or what stage of life we’re in. We founded Altalune Wealth Advisors to be a “breath of fresh air within the financial industry, a place where YOU get to show up authentically around your financial life. You bring all your worries, complications, goals and dreams to our office and we create the foundation of our financial planning relationship.

Altalune means “over the moon,” which describes the way we want you to feel about your financial health and how we want you to feel about our elevated service commitment to you.

We specialize in complex wealth situations. Things like, building wealth when family needs are pulling you in a hundred directions, special needs for children and/or parents and loved ones, charitable giving, and trusts.

We want you to feel confident financial to build and manage your financial life with gusto!

We help you harness the power of your financial stories using core principles: listening with intention, continuous “based on real-life” planning, learning together, and giving space to emotions. In our practice, highest quality investment management is a given; it is a baseline. Our real superpower is understanding your unique stories, dreams and fears. We love providing clients with valued, relevant financial management, educational opportunities, and advice that supports your meaningful life.

No matter what stage of life you are in, there are ways to engage with your financial life that feels do-able and productive. Life can be hard, but your money shouldn’t be.

We look forward to talking with you,

Kelley Tredwin, Co-owner, LPL Financial Advisor

Ric Tredwin, Co-owner, LPL Financial Advisor

Altalune [alta-lun] Latin. 1. over the moon; 2. higher than the moon.

Ways We Support You.

At Altalune Wealth Advisors, LLC we know you work hard for a life with meaning, purpose and hopefully a bit of joy too! We want your meaningful life to be reflected in your financial life too. We’re here through all life’s changes from births to career changes to estate transfers to all those special and challenging moments in between.

Our support is grounded in the values that we live by:

Money is a tool to help us live rich lives.
Supporting clients through transitions across their lifespan is foundational.
Conversations, laughter and trust are just as important to us as planning, strategizing and investing.
We are creative, dedicated, overachieving people. We believe that people deserve committed, thoughtful conversations and joyfulness, right alongside solid financial plans and investments.

Financial Services to Meet Your Needs

Build a Financial Foundation

How do we establish shared vision and goals?

For the first time planner. We support you in building a confident financial path to support the life of your dreams. Streamline your finances, understand your cash flow, understand your employer plans, plan for big ticket items, like babies or new homes.

Prepare for Retirement

Are we on track for retirement?

Focusing on building a retirement that supports your lifestyle and your goals. Understanding different vehicles that are the most tax efficient and best suited for your goals. Understanding your spending plan and what lifestyle you want when you retire. Insurance analysis, social security analysis, long-term care.

Longevity Planning

How do I pass on my wealth?

Plan for your wealth transfer and protect your family legacy. Children are grown, you have an established home, you've climbed your career, and now you can entire your retirement. Alleviate fear by understanding your income needs and knowing you can count on that income in your plan. Understand how you can engage in charitable pursuits, manage your taxes and navigate complex wealth transfer challenges.

Financial Planning Packages fees are determined by complexity and depth of the planning process. Fees can be paid in one payment or divided into monthly payments for the six month commitment. These fees do not include investment management, which is charged separately. We also work on a hourly rate for one-time specific consulting. Schedule an appointment with us to determine what meets your needs.

Managing Risk with Insurance

How much insurance do we really need?

Insurance needs should make sense within your financial situation and support your goals and needs for protecting loved ones. We do an insurance analysis to determine the best products at the lowest price to meet your needs.

Investment Management

How do you manage funds?

We provide active management of investments to meet your risk tolerance, long-term objectives and time horizon. Investment Management fees start at 1.3% which includes taxes. These fees are discounted based on portfolio size, and management needs. At $500,000 AUM, financial planning fees are included in your investment management package.

Social Impact Reporting

How can I make sure my money is invested in values I care about?

Social impact reporting allows you to engage with your portfolio from a values-based perspective. We provide you an analysis of your portfolio aligned with values that are most important to you.

What We're Talking About

Talking with Your Parents about Finances

Talking With Your Elderly Parents About Their Money (Part I) Talking about money with your parents is a big and complex topic. It often causes heartache and worry. This is

What makes you happy?

What Makes you Happy? Apparently having a financial advisor does. It is Springtime. That makes us happy. But there’s also been a lot of talk recently about happiness recently. Sometimes we

Plan a Date for a Heart-to-Heart Couple’s Talk About Retirement Planning

Retirement planning may not be your idea of an exciting date night. However, retirement strategies and goals are so varied that couples in committed relationships need to set aside time

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

The LPL Financial representative associated with this webpage may only discuss and/or transact securities business with residents of the following states: Arizona (AZ), California (CA), Colorado (CO), Illinois (IL), Iowa, (IA), Michigan (MI), Missouri (MO), Nebraska (NE), New Mexico (NM), North Carolina (NC), Oregon (OR), Texas (TX).

Ricky P Tredwin. CA Insurance Lic. #OC24309

Connect With Us

Call: 505-554-1134

Office: 6723 Academy Road NE Ste. B Albuquerque, NM 87109

We work with clients across the country. We are pleased to communicate with you in the ways that are most comfortable and expedient for you — Google Meet, Zoom, Webex, telephone, email or in-person.

Our Relationship Summary Disclosure is available here.