Sign up for Our Newsletter
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
Do I Need to Worry About Estate Taxes?
How much could my family lose to estate taxes when I pass? Fear of losing family wealth to estate taxes often weighs heavily when planning to pass your assets to future generations. The estate tax can be confusing and frustrating, wondering how many different taxes...
How to Avoid Washington State’s 7% Capital Gain Tax – a Video Walkthrough
Washington State’s 7% capital gain tax passed into law in 2021 and was upheld by the Washington State Supreme Court on March 24, 2023. In this video, Josh Whelan and Zach Hamilton explain the tax and walk through strategies to reduce or avoid the tax, following our...
The BEST State to Retire In
Once you’ve saved enough to retire, the question of where to retire is a frequent next discussion. What’s the best state to live this next phase of life? A quick internet search leads to…confusion. Each article conflicts with the next. Why? Well, there is no BEST...
Advisor Advantage: the Value of Wealth Management
What’s the value of partnering with a Financial Planning and Wealth Management team like Alterra? Working with a Wealth Management Team is not for everyone, but if you think a wealth management partnership is right for you, here’s what the value of an advisor looks like practically.
20 Minutes on the Market, Economy, and Your Portfolio for 2023 Q2
We hope you’ve had a great first quarter of 2023! In this quarter's Market, Economy & Portfolios in 20 Minutes, we discuss: The strong start for the market and how we’re recovering from last year’s downturn. Where inflation and interest rates are headed. How...