top of page
Alteri Wealth - Contact Us 2000pxW.jpg

Contact Us

Alteri Wealth Color logo.png

4195 East Thousand Oaks Blvd.

Suite 250

Westlake Village, CA 91362

Phone: 805.809.0400

Fax: 818.337.7537

Email: Info@AlteriWealth.com

Alteri Office and Sign 1000x1000.png
Alteri Office and Sign 1000x1000.png
  • LinkedIn
  • X
  • Facebook

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.

bottom of page