Unlock Your Wealth’s Potential to Create a Life and Legacy You Love

An Expert Guide Can Lead You in a Wealth of Directions

Are you ready to retire? At Alterra Advisors, we’re all about discovering where you want to go and helping you get there with clarity and confidence.

Start with the Retirement Readiness Guide

Alterra’s Retirement Readiness Guide is a six-step process for taking stock, taking action, and stepping confidently into your future. This guide is a great way to organize what you have, know where things stand, and chart the course to where you want to be. Start here to get confident in your next steps.

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Discover New Insights

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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Honored By Others

Recognition by the community that inspires us

It’s time to unlock your wealth’s potential.

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"Can’t say enough about Alterra! Wow! Every person at Alterra Advisors has the same values of integrity in dealing with my concerns."

—Flo

"I have been so pleased with the professionalism, friendly staff and knowledge that Alterra provides. I always feel that they are working hard to protect and invest my money wisely."

—Brian

"I have been so grateful for the guidance we have received from Alterra and fully trust this team to make beneficial decisions on our behalf."

—Nancy

"In the approximately 11 years I have been a client, I have felt I was in the hands of the most caring and trustworthy group of people…"

—Maureen

"Alterra has been guiding us through a new and complex financial chapter in our lives. I deeply believe they put our needs ahead of their fees. That's a rare find in the financial services sector."

—Leah

"…we can count on them to help us make financial decisions that are right for our family. Alterra has given us peace of mind knowing we will be able to live comfortably…"

—Pamela

"Every person, without exception, has been responsive to our needs, diligent in communication, and responsible stewards of our finances. We have utmost trust in their recommendations…"

—Barb

"Alterra Advisors are very, very good at what they do. They have expertly helped us with our personal and business scenarios."

—Gary

"Alterra Advisors are absolutely the best. I have been with this group for several years and would not be where I am today without their guidance and help."

—Brenda

"They take time to understand your short and long term goals, map out your current financial health, and provide a holistic approach to ensure you're on track to meet your goals."

—Isaac