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

Episode notes

With Alex Markowitz - Founding and Managing Partner, Alteri Wealth Overview 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. Watch… Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. About this episode… Not every advisor aims to work in wealth management - and even fewer begin in medical school. However, for this episode’s guest, the similarities between medicine and financial advice are strong: empathy, the desire to help, and the commitment to “do no harm.” Alex Markowitz couldn’t imagine taking on the debt of medical school. But he could envision serving those who needed his help another way: as a financial advisor.

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