Behind the Launch of Altura Wealth After 28 Years at an Insurance Brokerage

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. When Repp Lambert started at Northwestern Mutual about 28 years ago, he focused on insurance and was only “dabbling a little bit in the investment world.” Fast forward to the start of this year, and he is the co-founder of a planning-centric, multi-generational registered investment advisor with $260 million in client assets custodied with Charles Schwab. The journey to forming Virginia Beach, ...