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.

They share their experience since breaking away to become independent, expressing that the move has been rewarding and has fueled their firm's growth. Both Markowitz and Gruber encourage other advisors considering independence to take action rather than hesitate.

The conversation also highlights Schwab's role as the duo's supportive custodian, the value of attending the conference to build relationships and share best practices, and their enthusiasm for networking and industry learning.

Click below to watch