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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
Tariffs, Turbulence, and Protecting Your Portfolio with Senior Portfolio Manager Russ Martin
With new tariffs in place and market volatility on the rise, many people are asking: What does this mean for my portfolio and long-term plan? https://youtu.be/7eaCmzkDSd8 In this timely conversation, Josh Whelan sat down with Russ Martin, Senior Portfolio Manager...
Navigating Market Swings & Tariff Uncertainty
If you’ve been watching the news lately, you might be feeling uneasy. With new tariffs and stock market swings creating uncertainty, it’s completely understandable to have questions. If you’re wondering how long this will last and what it means for your financial...
Understanding Volatility: What It Means for Your Investments
Market fluctuations can feel unnerving, especially when planning for retirement or managing your financial future. However, understanding the history of volatility in both stocks and bonds—what’s normal and what’s not—can help you make informed decisions with...
20 Minutes on the Market for Q1, 2025
As we enter 2025, the economic landscape is evolving with key developments in inflation, interest rates, the job market, and new tariff policies that have entered the conversation. If you're curious about how these topics affect might affect your financial plan,...
Start the Year Strong: A Financial Checklist
The start of the year is a great time to step back and make sure your financial plan is organized and up-to-date. Just like an annual health check-up, reviewing key areas of your finances—goals, taxes, and investments—ensures you’re positioned to make informed...