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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
Stock Market Volatility – Lessons Learned from 2022-2033
We’ve had no shortage of volatility in the stock market in the last few years, so you’re not alone if you feel like the ups and downs have been intense. With Covid, inflation, interest rates, and global conflicts all providing headwinds, it’s no surprise that a...
Worried About Estate Taxes? These Two Strategies Can Help!
Do you find yourself at a crossroads in life, juggling the complexities of managing your wealth while contemplating the legacy you'll leave behind for your loved ones? Well, you're not alone. Many individuals like you, in the prime of their retirement years, feel...
Turn Your Concentrated Stock Into Stable Retirement Income
If you’re retiring after a long career at Microsoft, Amazon, or any other big company, you’ve likely been given company stock as part of your compensation for years. Along the way, you’ve also watched it skyrocket and it now represents a much bigger percentage of...
20 Minutes on the Market – Q2, 2024
Hello! In this quarter's 20 Minutes on the Market, we update three of the most common market and economic questions we've received in the last quarter: What’s happening with inflation? Will interest rates finally start coming down? How does the market respond to...
Two Experts Share How to Keep Wealth from Dividing Your Family
Why do 70% of families lose their wealth by the second generation? Why does wealth divide families? And what can you do about it? Two experts join us to weigh in on these important questions: Craig Hamilton spent more than 20 years working with three generations of...