A complete list of active advisors currently associated with Alteri Wealth

Warmer can help you find a great advisor at Alteri Wealth or one who fits your needs even better.

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.

To learn more about the advisors currently working at Alteri Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.