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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
Understanding Volatility: What It Means for Your Investments
Market fluctuations can feel unnerving, especially when planning for retirement or managing your financial future. However, understanding the history of volatility in both stocks and bonds—what’s normal and what’s not—can help you make informed decisions with...
20 Minutes on the Market for Q1, 2025
As we enter 2025, the economic landscape is evolving with key developments in inflation, interest rates, the job market, and new tariff policies that have entered the conversation. If you're curious about how these topics affect might affect your financial plan,...
Start the Year Strong: A Financial Checklist
The start of the year is a great time to step back and make sure your financial plan is organized and up-to-date. Just like an annual health check-up, reviewing key areas of your finances—goals, taxes, and investments—ensures you’re positioned to make informed...
It’s Not Too Late to Save Taxes for 2024!
Worried you missed your chance to reduce your income taxes for 2024? Fortunately, you still have a variety of ways to knock down your tax bill before you file your taxes for last year. Here are four strategies to consider: Traditional or Roth IRA. You can fund up...
2025 Tax Facts At A Glance
As you navigate the financial landscape this year, staying informed about key tax updates is essential. To make things easier, we’ve prepared this concise guide, providing you with the latest tax rates, deductions, and other important figures at a glance. Whether...