Alteri Wealth

Alteri Wealth Learn more at www.AlteriWealth.com

Find important disclosure info here: https://www.alteriwealth.com/disclosures

Alteri Wealth delivers comprehensive financial planning, investment advisory, retirement planning, risk management, and coordinated strategies to help clients identify legacy goals, preserve wealth, protect assets, and reach their financial goals. Alteri Wealth is an SEC Registered Investment Advisor (RIA) based in Westlake Village, California, serving clients in the Southland, Ventura County, and

Greater Los Angeles area, as well as from all around the United States. Founded by financial advisors Michelle Gruber and Alex Markowitz, the independent, fiduciary wealth management firm provides comprehensive financial planning, holistic advice, investment advisory, retirement income planning, risk management, and coordinated strategies to help clients identify legacy goals, protect assets, navigate mortgages, finance purchases, and feel confident financially. For ultra-high-net-worth families with complex financial lives, they also function as a Family Office and provide holistic tax planning, trust services, bespoke investment strategies, risk management, wealth transfer, personal CFO, bill pay, and concierge services in order to preserve wealth and maximize legacy while minimizing taxes.

We're excited to share more details about the launch of Alteri Wealth in our news release, published today in Yahoo Fina...
06/04/2024

We're excited to share more details about the launch of Alteri Wealth in our news release, published today in Yahoo Finance!

"We found ourselves wondering if there was a better way to serve clients," says co-founder Michelle Gruber, CFP®, CRPC™. "Founding Alteri Wealth is the culmination of our vision and provides us with the freedom and framework needed to fulfill our mission, embracing the fiduciary standard and always acting in the best interests of our clients."

"By leveraging the vast resources at our disposal – including state-of-the-art technology, professional legal, compliance and other consulting teams – we’re able to find innovative ways to connect all the pieces of our clients’ financial lives as they pursue their own unique north stars," says co-founder Alex Markowitz.

Click here to read more:

LOS ANGELES, June 04, 2024--Co-founders Michelle Gruber and Alex Markowitz today announce the official launch of Alteri Wealth, an SEC Registered Investment Advisory and wealth management firm based in Westlake Village, California. Prior to founding the new firm, the two principals, along with Senio...

The word altruism was popularized in the 19th century as the antonym to egoism. Derived from the Latin term “alteri” – m...
05/24/2024

The word altruism was popularized in the 19th century as the antonym to egoism. Derived from the Latin term “alteri” – meaning “other people” or “somebody else” – altruism means putting the wellbeing of others above oneself. We decided to name our firm Alteri Wealth because not only do we serve as true fiduciaries, but our clients also embrace philanthropic causes and charitable initiatives.

Alteri Wealth provides Wealth Management services to high-net-worth clients and Family Office services to ultra-high-net-worth clients, delivering comprehensive financial planning, holistic advice, investment advisory, retirement income planning, risk management, and coordinated strategies to help clients identify legacy goals, preserve wealth, protect assets, and reach their financial goals.

Learn more on our website:

When you see a shooting star, what do you wish for? Good health – of course.  Happiness – it's what most people want. Prosperity – that one can get complicated. But it doesn’t have to be.

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4195 East Thousand Oaks Boulevard , Suite 250
Westlake Village, CA
91362

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