Alteri Wealth

Alteri Wealth provides discretionary and non‑discretionary investment management and financial planning to affluent individuals and families — including business owners, athletes, physicians, entrepreneurs and entertainment industry executives — as well as entities such as family offices, trusts, estates, private foundations and qualified retirement plans. The firm also offers retirement-plan consulting and can facilitate estate‑planning documents through a third‑party technology provider (Wealth.com).

The firm customizes portfolios to clients’ objectives using primarily fundamental analysis and a generally long‑term approach while permitting shorter‑term trading when warranted; invested securities include individual equities, municipal and corporate bonds, ETFs, mutual funds, REITs, closed‑end funds and, where appropriate, private/alternative funds. Alteri may recommend external managers, typically monitors performance through at least annual reviews, and generally pays external manager fees on clients’ behalf unless otherwise agreed.

Alteri manages roughly $566 million in client assets (about $543 million discretionary) with a small advisory staff, producing a materially higher AUM‑per‑advisor profile than many team firms, and its brochure discloses custodial and marketing arrangements — including capped marketing support and a loan arrangement with its primary custodian — that could influence custody recommendations. The firm’s public marketing also includes endorsements and the use of third‑party ratings, and several representatives are registered with a broker‑dealer and licensed to sell insurance, conflicts that the brochure discloses and says are managed through policies and client disclosures.