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A Prescription for Independence: A Merrill Breakaway’s “Financial Physician” Approach to Client Care and Growth
On the Diamond Podcast for Advisors ter more than a decade at Merrill, Alex Markowitz wanted to serve clients differently, without quotas or constraints. He launched Alteri Wealth, an independent firm built on empathy, teamwork, and what he calls a “financial physician” approach to client care and growth.
Alteri Wealth
Nov 6, 20251 min read
Alex Markowitz and Michelle Gruber of Alteri Wealth speak with Marie Swift - SwiftCam at Schwab IMPACT 2025
Alex Markowitz and Michelle Gruber, Co-Founders and Managing Partners of Alteri Wealth, speak with Marie Swift of Impact Communications at the 2025 Schwab IMPACT conference in Denver, CO, taking place November 4-6, 2024.
Alteri Wealth
Nov 4, 20251 min read
Marie Swift Interviews Michelle Gruber and Alex Markowitz at the Future Proof Conference
Marie Swift speaks with Michelle Gruber and Alex Markowitz of Alteri Wealth about their breakaway from a wirehouse and their new RIA firm.
Alteri Wealth
Sep 18, 20241 min read
Unlocking Financial Confidence in Teens - Fiduciary Voices Video Interview with Alex Markowitz
Alex Markowitz of Alteri Wealth emphasizes the importance of patience and starting early in building a secure financial future.
Alteri Wealth
Sep 16, 20241 min read
How Financial Advisors Use Office Décor to Break the Ice – Barron’s Article Featuring Michelle Gruber
Michelle Gruber discusses how their office’s unique decor helps build personal bonds with clients and visitors.
Alteri Wealth
Sep 10, 20241 min read
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