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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

5 Ways to Reduce Estate Taxes: a Video Walkthrough

Today is a deep dive into ways you can reduce estate taxes and pass more of your hard-earned wealth to your family. We show you how to find out how big your estate tax problem is, how the tax works, and five strategies you can use to lose less to taxes and make a...

How Your Portfolio is Like a House

When the stock market drops or crashes, have you ever had this thought: My portfolio is down $100,000…$200,000…$1 million! How will I ever recover what I’ve lost? This is an important question to consider…your retirement life depends on it! It’s common to wonder...

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