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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
Ensuring Your Business Thrives When You’re No Longer There
Let's journey together for a moment through the winding roads of entrepreneurship. I understand the rush of seeing the business grow to new levels, the anxiety of big deadlines, and the thrill of hitting that yearly target. I've been there. Yet despite your...
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...
20 Minutes on the Market & Economy for Q4 2023
Happy fall from all of us here at Alterra! In this quarter's 20 Minutes on the Market & Economy, we cover three frequent questions we've been hearing: Are we really headed for recession? What's happening with interest rates and inflation? What's driving the...
2024 Retirement Plan Contribution Limits
Here’s what you need to know about 2024 retirement plan contribution limits to help make your annual investment game plan! 401(k)s. You can now defer up to $23,000 from your salary, with a maximum total contribution from all sources of $68,000, including matching...
Which Assets Do You Pay Estate Tax On?
Do you wonder if you’re at risk of owing estate tax? If so, which assets will you pay the tax on? It comes down to what is considered “in” your estate and what is considered “out” of your estate. You pay tax on assets in your estate, and you don’t pay tax on assets...