Alteri Wealth Information

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