Alterra Advisors

Monson Group and Whelan Group Merged to Form Alterra Advisors

On June 18, 2018, the Monson Group and Whelan Group merged to form Alterra Advisors. Grant, the founder of the Monson Group and Josh, the founder of Whelan Group, each started their individual practice in 2006. The two met while working in the same office building and quickly became friends. They discovered a shared philosophy‚Ķ Read More »

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