Monson Group and Whelan Group Merged to Form Alterra Advisors

by | Jun 18, 2018 | News | 0 comments

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 of client service. Over the years, they worked together to fully define this approach and formalize the process applied to wealth management.

Clients of both firms will see no break in current service. All clients will retain their existing advisors and there will be no change in the fee structure. The only change will be access to a larger team and an enhanced list of services and specialty advice. And, of course, there will be a beautiful new office – but still in downtown Bellevue.

Grant and Josh jointly crafted Alterra’s client-centric methodology together. In their words, “Our approach to financial planning is based on ‘listening first’ and ongoing collaboration with our clients.” They decided that a merger was the best way to apply this shared philosophy and to expand their service offerings. After 12 years of collaboration they founded Alterra Advisors.

This newly christened practice is the realization of Grant and Josh’s dream to build a premier wealth management firm rooted in Pacific Northwest. The consolidation of their staff – with all existing employees remaining with the new firm – will create new synergies. The clients of both firms will be able to rely on a greater variety of specialty expertise and additional services made available by the combined staff.

The new Alterra Advisors will be located in downtown Bellevue in the City Center Building, 500 108th Ave. NE, Suite 1700.

The “Alterra” name was coined by joining the Latin roots “alter”, the origin of the word “altruism” with “terra” meaning earth or land. This name reflects the company philosophy of “clients before profits” and providing firmly grounded advice.

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