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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
Ask Alterra Anything: The 3 Retirement Questions You Asked Us
You’ve done the saving. So why do so many decisions still feel unsettled? When people first sit down with us, the word we hear most is overwhelmed. When should I take Social Security? How much of what I’ve saved do I need to enjoy life and how much can I give? What...
2026 Year End Financial Planning Checklist
As we approach the end of 2026, here are a few simple tax saving tips to lighten the burden when you file your taxes next April! Max out your 401(k) & IRA Your max for 401(k) accounts in 2026 is $24,500, $32,500 if age 50 or older, and $35,750 if you’re 60 to 63....
Lower Your Taxes in Your Highest-Income Business Years
What if the very years that finally reward your hardest work are also the years that hand you your biggest tax bill? The last few years before you step back from the business are often your highest-income years. They’re also the years with the most exposure to taxes,...
What 5 Retirees Wish They’d Known Before They Retired
When I set out to interview retirees for this article, I expected the story to be about money. That’s the assumption most people carry into retirement conversations. Did you save enough? Is your withdrawal strategy right? What does Social Security look like? Those...
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...