A Prescription for Independence: A Merrill Breakaway’s “Financial Physician” Approach to Client Care and Growth

A conversation with Alex Markowitz – Founding and Managing Partner of Alteri Wealth on The Diamond Podcast for Advisors

After 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.

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