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 and to institutional entities. The brochure specifically notes service for business owners, athletes, physicians, entrepreneurs and entertainment industry executives, and it also offers retirement plan advisory and facilitates estate‑planning document preparation through a third‑party technology partner. The firm tailors portfolios to each client using primarily fundamental analysis and a generally long‑term orientation, investing across individual equities, municipal and corporate bonds, ETFs, mutual funds, REITs, private/alternative investments and closed‑end funds. Alteri may recommend and monitor unaffiliated external managers for portions of client assets and discloses that, unless otherwise agreed, fees charged by designated external managers are often paid by the firm rather than added to the client fee. What is notable in the brochure is the scale of assets managed (approximately $566.1 million as of December 31, 2025) relative to a small advisory team, resulting in relatively high assets under management per advisor compared with many peers. The firm also discloses a significant operational relationship with Charles Schwab — including access to software and services and a business loan that requires the firm to maintain a large proportion of client assets at Schwab — and that certain representatives are registered with a broker‑dealer and licensed as insurance professionals, disclosures the firm identifies as potential conflicts of interest.

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.