Unlock Your Wealth’s Potential to Create a Life and Legacy You Love
An Expert Guide Can Lead You in a Wealth of Directions
At Alterra Advisors, we’re all about discovering where you want to go and helping you get there with clarity and confidence.
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We believe wealth management is a long-term relationship built on open communication and collaboration. That begins with a friendly conversation. If you’ve been looking for a collaborative partner to develop a strategy for your overall financial life, we should talk.
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Browse our library of articles, webinars, and case studies.
I Want to Retire Next Year…Am I Ready?
You’ve worked hard, invested well, and are finally ready to make the exciting leap to retirement. But if you’re like many considering this transition, anxiety quickly sets in. Can I really stop working? What will I do? Can I afford it? Have I saved enough? Where...
Should I Leave Washington State to Avoid the Estate Tax?
Washingtonians face an additional burden because Washington adds a 10-20% state estate tax on top of federal estate taxes. Before you put up that for sale sign, here are a few options to consider.
I’m 73 and Don’t Need My RMDs…What Should I Do?
6 ways to use required IRA and 401(k) distributions you don't need to save taxes and make an impact on loved ones and causes you care about.
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Recognition by the community that inspires us
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About Our Client Testimonials
Alterra Advisors is focused on building relationships. And we truly care how our clients feel. Over the years, we’ve received a lot of feedback, and are proud to share it. We want you know all these comments adhere to a few simple requirements:
- Every testimonial was provided by a current client.
- No compensation is ever provided for client testimonials.
- Clients sharing these testimonials do not have any conflicts of interest.
Naturally, the featured remarks do not represent the experience of all clients and are no guarantee of future investment performance. To view all comments, visit our testimonials page.