The Alteri Group

Sanctuary Wealth Facilitates Tuck-in of $460 Million Texas Firm Breaking from Merrill Lynch

Date:

Author: Marcelo Soba

  1. The Alteri Group, which is headed by Max Alvis and based in Lufkin, Texas, will be joining Sanctuary Wealth through partner firm 6 Degrees Wealth
  2. Max Alvis began his career as a financial advisor at Merrill Lynch Wealth Management in 1991 and has earned the Certified Investment Management Analyst® (CIMA®), Certified 401(k) Professional (C(k)P® ), and Certified Plan Fiduciary Advisor (CPFA®) designations
  3. 6 Degrees Wealth, a joint venture of G Squared Private Wealth led by George Georgiades and Victoria Greene, and Concenture Wealth Advisors led by Robert Gilliland