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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

The Hidden Risk of the S&P 500

The Hidden Risk of the S&P 500

When an index like the S&P 500 rallies, as it did in 2023, a few common questions arise. If my portfolio underperformed the S&P 500 last year, do I need to make a change? Should this matter to me? These questions make sense because it’s common to compare...