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: https://lnkd.in/ggA7vtbc
Alteri Wealth
金融服务
Westlake Village，California 72 位关注者
Follow Your North Star - Independent Wealth Management and Family Office Services for Los Angeles and beyond
关于我们
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. Learn more at www.AlteriWealth.com Find important disclosure info here: https://www.alteriwealth.com/disclosures
- 网站
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https://www.alteriwealth.com/
Alteri Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Westlake Village，California
- 类型
- 私人持股
- 创立
- 2024
- 领域
- Wealth Management、Family Office、Financial Advisory、Financial Planning、RIA、Registered Investment Advisory、Investment Management、Estate Planning、Retirement Planning、Legacy Planning、Portfolio Management、Tax Planning、Risk Management、Intergenerational Planning、Wealth Planning、Investment Advisory、Fiduciary Advisor、Fee-Only Advisor和Asset Protection
地点
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主要
获取路线
4195 E Thousand Oaks Blvd
Suite 250
US，California，Westlake Village，91362
Alteri Wealth员工
动态
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How do top RIAs like Michelle Gruber, CFP?, CRPC?, and Alex Markowitz, co-founders of Alteri Wealth, impress clients and get the conversation started when people visit their office in Westlake Village, California? Think Lego art displays, a huge animated company logo on a wall with moving Aurora Borealis lights, local artists' work on display and for sale, and more. Read everything Michelle has to say in the screenshot below. Link to the full Barron's Advisor article in the comments section of this post.
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In this #SwiftCam Marie Swift speaks with Alex Markowitz and Michelle Gruber, CFP?, CRPC?, co-founders of Alteri Wealth, who share their experiences at Future Proof as well as highlight their journey to founding Alteri Wealth. #ImpactTheFuture #FutureProof
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A big shoutout to Derrick Kinney for the time and the interview. Did my first podcast and it was amazing. Thank you to Marie Swift for setting it up and allowing the dream to manifest into a reality. Lastly, to my partner Michelle Gruber, CFP?, CRPC? you're the best there is! The last 112 days have been some of the most incredible, fun yet challenging, inspiring & humbling (thank you to the clients and colleagues who have joined us on this journey) days of my professional career. The journey has only been that much better with you at the helm helping steer the ship! #dogoodgetgood https://lnkd.in/gc9ta-u5
Alex Markowitz speaks with host Derrick Kinney in this episode of the Fiduciary Voices Kids and Money #FinLit series. They discuss practical advice for building a secure financial future for young adult wage earners, budding investors, and teens learning the ropes of money management. Watch here:
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Rebekah Law, BA, CCC, host of this summer’s Fiduciary Voices FinLit Series, speaks with Michelle Gruber, CFP?, CRPC?, Founder and Managing Partner of Alteri Wealth, to discuss how to craft a spending plan for your dream vacation, optimize the use of credit card rewards, and effectively leverage the expertise of a travel advisor. Watch this edition of the #FinLit series here:
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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: https://lnkd.in/dKV6wwUu