Wealth Strategies
MARTI ALTER possesses extensive experience in the insurance industry, serving as an agent at Alter Insurance Services and Wealth Strategies Group since 2000, specializing in life, health, disability, and long-term care insurance. Additionally, MARTI served as the Operating Manager for Phenix Salon Suites from April 2013 to September 2021, overseeing franchise operations in Palm Desert and La Quinta, California. Prior experience includes a role as an Account Executive, culminating in retirement in August 2020. Educational qualifications include a Bachelor's Degree in Political Science and Government with a focus on Business from the University of Northern Colorado (1971-1974) and a high school diploma from Brighton High (1968-1970).
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Wealth Strategies
Welcome to Wealth Strategies Group. Feel free to learn more about our firm at <a href="http://www.wealthsg.com"> our website</a>, and please contact us if we can be of assistance. At Wealth Strategies Group we strive to engage a process that is unequaled in the industry, paired with a variety of high-quality products and service you will truly enjoy.. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 6455 SOUTH YOSEMITE STREET SUITE 425 GREENWOOD VILLAGE, CO 80111, ph# 303-770-9020. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Wealth Strategies Group is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 2022-132553 Exp. 1/24