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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
It’s Not Too Late to Save Taxes for 2025!
Did you miss your chance to lower your taxes for last year? Not necessarily. If you’re like many successful families we work with, you’ve done a great job building wealth, but tax planning often feels rushed between year-end decisions and filing deadlines. The good...
Life After the Business: Setting Intentions for the Next Chapter
January brings a unique mix of fresh energy and strategic reflection. Most business owners come into the year asking: What’s next? What do I want from the business, from my time, and from this next season of life? Whether you imagine a transition in 5–15 years, or...
2026 Tax Facts at a Glance
As you navigate the financial landscape this year, staying informed about key tax updates is essential. To make things easier, we’ve prepared this concise guide, providing you with the latest tax rates, deductions, and other important figures at a glance. Whether...
2026 Retirement Plan Contribution Limits
As we step into the new year, several retirement accounts are getting a boost in contribution limits — giving you even more room to build long-term financial security. Whether you’re a business owner, nearing retirement, or just trying to stay ahead of taxes,...
2025 Year End Financial Planning Checklist
As we approach the end of 2025, here are a few simple tax saving tips to lighten the burden when you file your taxes next April! Max out your 401(k) Your max for 401(k) accounts in 2025 is $23,500 if under age 50 and $31,000 if age 50 or older. These accounts...