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Michael Gianni Brancati

Advisor at Altamont Advisors LLC — Greenville, SC

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Greenville, SC

Altamont Advisors LLC logo

Altamont Advisors LLC

Supported

Total advisors

2

Clients per advisor

41 Typical

Avg AUM per client

$426,829 Low

HNW client ratio

15% Low

About

Michael Brancati is a financial advisor with Altamont Advisors LLC in Greenville, SC, holding a Series 65 designation and no prior industry experience. Before joining Altamont Advisors, he worked at Marco Insurance Group for seven years and spent four years at Little Pig BBQ. Altamont Advisors LLC serves individual investors and small businesses with comprehensive financial planning and investment supervisory services. The firm uses a combination of active, core-plus-satellite, and passive investment strategies, focusing on asset allocation, diversification, and regular account reviews.

Client services

Based on Altamont Advisors LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Altamont Advisors LLC

General retirement planning Retirement withdrawal strategies Cash flow / budgeting Tax strategies for small businesses

Occupation focus

Based on Altamont Advisors LLC

Founder/Business Owner Retired

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Fee options

Percentage

$0 - $99,999: 1.00% annually $100,000 - $999,999: 1.00% annually $1,000,000 - $2,999,999: 0.75% annually $3,000,000+: 0.50% annually

Project-based

$150 per hour billed in 15-minute increments for financial planning services.

Location

Greenville, SC

Greenville SC

Advisors at this office

2

Most active in

South Carolina

Work history

< 1 year of industry experience

Marco Insurance Group

2019 - Present • 7 years

Columbia, SC

Little Pig BBQ

2015 - 2019 • 4 years

Columbia, SC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ramon F

CFP®, Series 65

Greenville, SC

Capital Focus, Inc.

Ramon Franklin is the president of Capital Focus, Inc., an independent advisory firm. He holds the CFP® designation and the Series 65 license, and has 16 years of industry experience. In addition to his advisory work, he is a licensed real estate broker in South Carolina and Georgia and serves as a part-time adjunct faculty member at Clemson University, where he teaches undergraduate courses in real estate, corporate and personal finance, and investment. He is also the operating member of Cole Capital Management, LLC, which manages residential and commercial real estate. Capital Focus, Inc. provides fee-only investment counsel and financial planning to individuals, trusts, estates, and business entities. The firm emphasizes asset allocation, diversification, and value-oriented stock selection within a primarily non-discretionary model, and is notable for its involvement in direct real estate investment and affiliated real estate management and development activities.

Income planning College savings (529s, UTMA, etc.) Real estate investing Active portfolio management
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Peter G

CFA®, Series 63

Greenville, SC

Olympia Advisors LLC

Peter Gulli is a CFA® charterholder and Series 63 licensee with 14 years of industry experience. He currently serves as the sole advisor at Olympia Advisors LLC and has previously worked at Citigroup and Dalton, Greiner, Hartman, Maher & Co., LLC. Olympia Advisors LLC provides discretionary asset management to individuals and high-net-worth clients, focusing on ETF and mutual fund portfolios with ongoing oversight and rebalancing. The firm emphasizes customized portfolio management based on client goals and risk tolerance, employing both fundamental and technical analysis.

Tax-loss harvesting
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Natalie C

Series 65

Greenville, SC

Matty AI Inc.

Natalie Cooper is a financial advisor at Matty AI Inc. with nine years of industry experience. She holds a Series 65 credential and has previously worked at Sentry Wealth, Inc. and Cooper Law Firm, P.C. In addition to her advisory role, she owns Balanced Bookmasters, a bookkeeping services business. Matty AI provides discretionary portfolio management primarily through a proprietary mobile app, serving individual clients who are not high-net-worth. The firm’s investment approach focuses on equity securities and ETFs, utilizing automated methods including technical and fundamental analysis.

ESG / Sustainable investing Active portfolio management

Brittany W

CFP®, AAMS®

Greenville, SC

Wolff Financial

Financial planning should help you feel confident, not overwhelmed. Early in my career, I noticed that many women were making important financial decisions without a trusted partner to guide them. While the industry often focused heavily on investments and retirement in isolation, I saw a need for more holistic support—helping women navigate everything from day-to-day cash flow and debt decisions to long-term goals like building wealth, planning for retirement, and creating financial security.  That realization led me to found Wolff Financial. I work with women who are ready to take control of their financial lives no matter where they are on their financial journey. My role is to bring clarity to the decisions in front of you and build a financial plan that gives you the tools you need to live the life you imagine. As a CERTIFIED FINANCIAL PLANNER™ professional and fee-only fiduciary, I believe financial planning should be practical, personalized, and easy to understand. As a business owner myself, I understand how easily life’s demands can pull your attention in every direction, which is why I’m passionate about helping women take ownership of their financial future with confidence. This work is about more than just planning—it’s about empowerment. I help clients build strong financial habits, make informed decisions, and move forward with a plan to help them live the life they want to live. I live in Greenville, South Carolina, where I enjoy cooking and baking sourdough, gardening, reading, staying active, and spending time with my dogs.

Cash flow / budgeting College savings (529s, UTMA, etc.) Women Professionals Married/Couples/Partners Dual Income Family Gen Y/Millennials (Born 1980-1995)
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Richard D

Series 65

Simpsonville, SC

The Rich Group, LLC

Richard Didonato is a financial advisor with The Rich Group, LLC, holding a Series 65 credential and 14 years of industry experience. He has worked as a manufacturing manager at AFL Telecommunications, LLC, a fiber optic communications equipment and services company, since 2009. The Rich Group is a fee-only registered investment adviser that provides comprehensive financial planning, targeted investment planning, and portfolio management services to individuals, families, and small businesses. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and maintains a planning-first enrollment model with non-discretionary management.

Passive / index investing
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Jason F

ChFC®, Series 63

Greenville, SC

J. Freeman & Associates

Jason Freeman is the principal advisor at J. Freeman & Associates in Greenville, SC, holding the ChFC® designation and Series 63 license with 28 years of industry experience. He has worked at DFPG Investments, Inc. since 2019 and has been involved with JFA Advisors, LLC and J. Freeman & Associates since 2003. Freeman is also the CEO and sole producer of his firm, which offers comprehensive insurance and wealth management services. J. Freeman & Associates provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, small businesses, trusts, and estates. The firm builds portfolios based on client objectives and risk tolerance, utilizing both fundamental and technical analysis, and offers fiduciary services for qualified retirement plans.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Cash flow / budgeting Founder/Business Owner Executive
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