Sign up for Our Newsletter
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
Estate Taxes Changed Twice. Does Your Plan Still Work?
If you feel like the rules keep shifting under you, you're not imagining it. Between 2025 and 2026, both the federal government and Washington State made significant changes to estate tax law, and in Washington's case, the state raised rates and then partially...
Beyond the 401(k): Tax Savings Many Business Owners are Missing
Ask most business owners how they picked their retirement plan, and you'll usually hear some version of "our CPA set us up with a 401(k) a while back." That's not wrong, it's just incomplete, and incomplete is often expensive. When business owners aren't optimizing...
Hoping Your Key Employees Stay? Here’s How to Plan for It
If you plan to close the doors the day you're done running this business, you can skip this one. But if you want it to keep going, a small handful of people probably matter more than the rest of your org chart combined. The question is whether your compensation and...
What are Trump Accounts? A Quick Guide for Parents and Grandparents
Trump Accounts, a new type of retirement account for children created it in 2025, are starting to roll out this year. Here's a quick rundown of what parents should know. What is a Trump Account? A new type of traditional IRA, established for a child. The child owns...
What 5 Business Owners Wish They’d Known Before They Sold
Going into this project, I expected to write a story about loss. When you've spent fifteen, twenty, or thirty years building a business, the assumption is that selling will hit hard. You lose the identity, the adrenaline, and the daily rhythm all at once. I thought...