Altalune Wealth Advisors: Your Financial & Retirement Dreams Matter.

Build a shared vision of wealth

Talk with us about solutions for couples.

Schedule a meeting with us.

Build wealth to support your life.

Ask us how.

Retirement is a joyful phase of life

We help you feel confident.

Let us support you.

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We are so happy you’re here! We know that money can feel complicated and stressful. We’re here to help you figure out how to work toward your unique and confident financial future.

At Altalune Wealth Advisors, we partner with you to streamline finances and ease financial stress. We provide financial and tax planning, insurance analysis, investment management to support your financial goals. We specialize in complex wealth situations that include special needs, charitable giving and trusts. We aim to help you build a confident financial foundation for life and your dreams.

This process can feel daunting. We provide support and a team of expertise to address your specific and unique fears, concerns and goals and dreams to organize your financial life and help it feel easier. No matter what stage of life you are in, there are ways to engage and build a finance system for your life that feels do-able and productive.

We look forward to talking with you,

Kelley Tredwin, Co-owner, LPL Financial Advisor

Ric Tredwin, Co-owner, LPL Financial Advisor

Check out our upcoming events!

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.