Unlock Your
Wealth’s Potential
Live your aspirations.
Preserve what you’ve built.
Make memories.
Sleep well.
What We Do
Build, preserve, pass and—most importantly—enjoy your wealth
Our comprehensive services include:
Tax Strategy
We help you leverage tax strategies to reduce income and estate tax so you can keep more of what you earn.
Estate & Legacy Planning
We collaborate with you and your tax/estate professionals on a strategic plan to transfer your wealth, reduce taxes, and create a legacy you love.
Life Insurance Planning
We design innovative life insurance strategies to protect against risk and shelter your wealth from income and estate taxes.
Business Strategy & Succession
We work with you to protect your business, define tax management strategies, and plan for succession and transition.
Charitable Giving
We collaborate with you, your charities, and professional team to design a personalized giving plan that aligns with your values.
Financial Planning
Our customized financial plans incorporate all aspects of your financial needs and goals into a clear, simple action plan.
Wealth Management
We create a tailored investment strategy to grow your wealth, create sustainable income, and preserve what you've built.
Are We the Right Fit?
Our collaborative approach is the cornerstone of our partnership
You want clear vision, effective action, and results you can see. When you feel confident about your financial decisions, you can live happy and sleep well.
- RDo what brings you joy
- RCreate memorable experiences
- RSurround yourself with people you love
- RWork because you want to, not because you need to
- RMake a lasting impact
- REquip the next generation
- RSupport the causes you care about
- RLeave an intentional legacy
At Alterra, we’re passionate about helping you create a confident path forward.
Our Process
A seamless process for long-term partnership
Wealth management based on informed decision-making, proactive engagement, and a fully integrated plan tailored to your unique life circumstances and goals.
Step 1
Discovery
To set us up for success, we will sit down and learn about your life, your financial needs, and what you’re looking for.
As part of this introductory conversation, we will:
- Learn what’s important to you
- Uncover your goals and understand your concerns
- Explore where you are today and where you want be tomorrow
This collaborative discussion lays the groundwork for a long-term partnership anchored in clear communication, strategic goal-setting, and shared purpose.
Step 2
Design
We design an initial plan focused on what’s most important to you. This becomes the blueprint for your long-term wealth management strategy.
During this guided decision-making process, we will:
- Discover the gaps between where you are and where you want to be
- Evaluate the best options and strategies to move you toward your goals
- Create a unified plan that integrates investments, insurance, taxes, business, real estate, and risk
- Refine our strategy based on your feedback
- Deliver a clear action plan that’s ready to go
Leveraging our expertise to address your top priorities right away enables us to establish a strong foundation for a lifetime of partnership and growth.
Step 3
Partnership
Using our fully integrated approach, we do all the heavy lifting to put your plan in motion and start a long-term partnership to keep you on track and moving forward.
With a strong foundation now firmly in place, we work with you to:
- Keep your plan on track with regularly scheduled reviews
- Coordinate with your other professionals to ensure everything’s aligned
- Respond to emerging changes in your life
- Evaluate strategies on an ongoing basis to balance risk, flexibility, and taxes over time and adapt your plan appropriately as your life and goals change
- Discuss your ideas and concerns as they arise — we’re always here!
Through ongoing collaboration and clear communication, we partner with you to keep your plan on track and unlock your wealth’s potential.
We provide an unparalleled client experience throughout the process — from getting you launched to coordinating everything you need along the way.
Create a life and legacy you love with expert guidance at every step.
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.
Pricing and Fees
Discovery & Plan Design
Your initial Discovery and Plan Design process is a fixed fee that we agree upon in advance. Our plans start at $3500 based on a scope of services that addresses your top priorities. Once we have your plan in place and we launch our ongoing partnership, we’ll simply absorb the cost into your first year of wealth management with us. This is our way of making everything as easy as possible.
Don’t worry, you don’t pay until you’re 100% satisfied with your plan in hand (that’s the Alterra Promise). And if you decide that we’re not the right team to implement your plan on your behalf, there are no hidden costs. We only charge you the Plan Design fee, and we can part ways as friends knowing we’ve set you up for success.
Ongoing Partnership
Your ongoing planning and wealth management are all paid for by a graduated annual fee based on the value of investments we manage.
| 1.00% | on the first $1,000,000 |
| 0.75% | on the next $1,000,000 |
| 0.50% | on the next $1,000,000 |
| 0.25% | $3,000,000-$20,000,000 |
| $20,000,000+ inquire, determined by services provided |
Please note, your comprehensive plan may require additional tax, legal, insurance, or investment services. We’ll discuss these potential costs as part of your fully integrated strategy evaluation and plan design process.
The Alterra Promise
Your Satisfaction is Guaranteed
We know how hard it can be to trust someone with your finances. You’re not sure you’ll like your plan, and although we know that our process works, you don’t. Yet. So, allow us to remove the risk. If you aren’t 100% satisfied with our collaborative roadmap, we’ll waive your plan fee and we can part ways as friends.
