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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

Do I Need a Trust?

Do I Need a Trust?

I’ve heard that I should have a trust, but do I need one? When it comes to protecting and passing your wealth, this is one of the most frequent questions we hear. Trust talk is everywhere and often includes conflicting advice, which doesn’t help. In one article you...