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Shon Patrick Norris is a Certified Financial Planner™ with Altamont Capital Management, LLC. Shon has over 20 years of experience in the financial services industry. Shon has worked with a wide range of clients, including high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Altamont Capital Management specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Shon is registered as an Investment Advisor Representative in North Carolina.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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NC
01/09/2024 - Present
Altamont Capital Management (ASHEVILLE NC)
Active
Inactive
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