About

Founded in 1999 by Matt Altman, Michael Lustbader, Peter Manos, and David Wodlinger, Wealth Alliance Global is an independent wealth management team of highly experienced and credentialed financial professionals,

focused on helping successful people build and sustain their wealth throughout their careers and retirement.

Who we serve

Our clients are successful corporate executives and accomplished business owners whose careers have afforded them great prosperity.

Relationship building

As we get to know you as a client, we fit together the puzzle pieces of your financial picture, creating a cohesive and comprehensive solution, standing by you as move forward along your wealth journey.

We Specialize

We specialize in working closely with each individual client to truly understand the goals and values that inform and drive their decision making.

We Lead

We lead by building a team of trusted advisors – CPAs, Estate attorneys, Insurance specialists – as well as engaging your current advisors.

We Serve

We serve as your advisor, listening intently, offering advice objectively, and building strategies that align with your preferences for preserving and growing capital and solutions that address the myriad challenges of todays’ complex world.

We Focus

We focus on tax-efficiencies. We have advanced business and legal degrees, so our counsel is insightful and practical – with your best interests always as our priority.