Your Comprehensive Plan Starts with Our Collaborative Approach

We start by collaborating with you on a holistic strategy, focused on all critical aspects of wealth, including financial, tax, business and estate planning—whatever your situation calls for. We create your action plan, side-by-side with you. The result is a roadmap as unique as your goals.

Let's See How it Works

Getting to Know
Each Other

Step 1

Creating Your
Unique Roadmap

Step 2

Implementing Your
Action Plan

Step 3

Ensuring You Stay
on Track

Step 4

Step 1

Getting to know each other

We begin with a friendly chat to discover all your goals. We ask insightful questions to be sure we’re the best fit. Learning your needs—both personal and financial—leads to the integrated strategy required to achieve them.

Step 2

Creating your unique roadmap

Every life plan is unique. The right plan must incorporate your goals, manage risks, and guide your journey. This is a shared exercise that results in the comprehensive roadmap we review and revise as your needs and goals change.

Step 3

Implementing your action plan

Once approved, we do all the heavy lifting—meaning we manage the entire process and then coordinate everything you need along the way. That’s what we mean by fully integrated wealth management.


Step 4

Ensuring you stay on track

Wealth management is a long-term relationship. Once your plan is in place, we’ll be with you every step of the way. We have ongoing reviews to update your strategy. And we’re also responsive to change. Have a question? We’re here whenever you need us!

What We Mean by Fully Integrated Wealth Management

We manage the entire process, and then coordinate everything you need along the way, whether you’re a successful entrepreneur, retiree or someone with big charitable goals.

Our comprehensive services include:


Wealth Management

We play a fiduciary role, with a comprehensive investment plan that addresses growth, risk tolerance, tax management, and liabilities.

Financial Planning

Our financial plans are comprehensive, offering advice on cash management, investments,
insurance, taxes, retirement, and estate planning.

Business Planning

We work with you and your partners, to protect your business and define strategies to manage taxes, and transition planning.

Tax Planning

We help you optimize tax reduction, leveraging favorable tax laws in coordination with your tax advisor.

Estate Planning

Through collaboration with you, your attorneys, and accountants, we can design the estate plan that honors your goals and legacy.

Insurance Planning

We deploy a network of independent insurance strategists to find the right strategy to mitigate the risks for your situation.

Charitable Giving

We collaborate with you, your charities and professional team to design a personalize giving plan.

Ready to meet with our team?

We’d love to have a discussion with you to find out if we’re a fit!

Pricing and Fees

Plan Design

Your fee for initial Plan Design is based on your needs, starting at $3,500. Here’s our commitment to you:

  • Your plan is focused on your agenda and your fee is based the scope of services most important to you.
  • Your fee is fixed and agreed on in advance. If we spend more time than initially expected, it’s on us.
  • You don’t pay until you’re 100% satisfied with your plan in hand—the Alterra Promise.

Wealth Management

Thrilled with your plan and ready to get started? Our team is with you every step of the way! 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

Your comprehensive plan may require additional tax, legal, insurance, or investment services. We’ll discuss these costs during strategy evaluation before implementation.

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.