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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

A Guide to Tax Efficient Investing

Taxes are a big part of life, most notably in that rush to file your tax return before the annual deadline. But taxes play a major role in your investment strategy, as well. In fact, keeping a close eye on taxes is one of our 6 Keys to Successful Investing. Earning...

6 Strategies to Make a Down Market Work for You

No one enjoys seeing portfolios drop due to a downturn in the stock market. It brings anxiety and concern that you may not recover. And to make matters worse, it’s never clear when a market correction will happen and how long it will last. But we know market...

How to Write an Ethical Will

An ethical will is a kind of “love letter” to your family, a personal message where you share your thoughts, values, memories, life lessons, advice, and hopes for the future. Where do you start?

5 Strategies to Reduce
Your Estate Taxes in Washington State

In this eBook you will learn 5 key strategies to reduce your estate taxes and increase the impact of your wealth for your family and the causes you care about.

You’ll learn ways to:

  • Fully utilize your estate tax exemptions
  • Use gifts to reduce your taxable estate
  • Move assets out of your estate and maintain your income
  • Protect highly appreciated assets without losing access to them
  • Make your trust last for generations

Taxes are just one component in a comprehensive estate plan, but if you want to reduce taxes and increase your impact, this free e-book is for you!

When you fill out this form, we’ll send you a copy the e-book and follow up with additional valuable resources. We view this as a conversation that you can leave any time. And, like any conversation, we invite you to reach out if you’d like to further discuss your situation.

All the best,

Josh Whelan

CFP, CLU, ChFC | Financial Advisor, Partner

Phone: 425.749.3300

Download the Free E-Book!

We make a living by what we get, but we make a life by what we give.
— Winston Churchill

People acting together as a group can accomplish things which no individual acting alone could ever hope to bring about.
—Franklin D. Roosevelt

Wealth is the ability to fully experience life.
—Henry David Thoreau

The greatest wealth is to live content.

It is not how much we have, but how much we enjoy, that makes happiness.
—Charles Spurgeon