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Our Mission
Our mission is to provide exceptionally coordinated financial planning and wealth management. Alterra Advisors strives to give our clients the peace of mind that comes as they plan for and meet their financial needs and life’s goals. Our success is defined by each and every client who comes to feel we are not just their trusted advisor, but also part of their extended family.
Recent Posts
2025 Retirement Plan Contribution Limits
With the new year comes increased retirement plan contribution limits, offering more opportunities to save for the future. Here’s what you need to know for 2025. 401(k)s and 403(b)s In 2025, you can defer up to $23,500 from your salary, with a total maximum...
20 Minutes on the Market for Q4, 2024
We’re excited to share our Q4 2024 Market Update! In this video, we cover the most pressing economic trends and market themes to watch as we wrap up the year. If you’re curious about what’s happening with inflation, interest rates, or how the market may respond...
Maximizing Your Estate: A Case Study in Premium Financing
Are you considering the future of your wealth and how to pass it on to the next generation—without the need to sell essential assets just to cover estate taxes? Many business owners, real estate investors, and successful families face a similar dilemma. They want...
2024 Year End Tax Planning Checklist
As we approach the end of 2024, here are a few simple tax saving tips to lighten the burden when you file your taxes next April! Max out your 401(k) Your max for 401(k) accounts in 2024 is $23,000 if under age 50 and $30,500 if age 50 or older. These accounts...
Managing Finances After Losing a Spouse: A Guide to Finding Stability
Losing a spouse or family member is one of the most challenging experiences one can face. When that person was also the one who managed your family's finances, the loss can feel even more overwhelming. As advisors, we’ve navigated these situations many times. Each...